A complete list of active advisors currently associated with Monarch Wealth Management, LLC

Warmer can help you find a great advisor at Monarch Wealth Management, LLC or one who fits your needs even better.

Monarch Wealth Management provides financial planning and discretionary investment management to individual and high‑net‑worth clients, offering both comprehensive and modular plans that address retirement, tax, estate, insurance, education and employee benefit issues. The firm typically charges percentage‑of‑AUM fees for ongoing management and negotiable fixed fees for standalone planning engagements, with account minimums disclosed in its brochure. Investment decisions are driven by fundamental, valuation‑focused analysis with a contrarian tilt and active, tactical allocation adjustments documented in an Investment Policy Statement for each client. Portfolios emphasize low‑cost, tax‑efficient vehicles but may include a broad mix of instruments — including, for qualified clients, private limited‑partnership investments — and are monitored and rebalanced on a discretionary basis, typically quarterly. Notable distinctions include a principal who holds both CFA and CFP credentials and prior institutional portfolio management experience, a Loyalty Rewards program that provides every sixth year of services free, and a relatively small client roster managing roughly $50 million in discretionary assets. The firm’s brochure also discloses a 2024 consent order resolving a 2020–2023 Missouri registration compliance issue (stating no clients were harmed) and states that the firm does not carry professional liability insurance.

To learn more about the advisors currently working at Monarch Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.