Whatever their stage in life, our clients rely on us to design and implement a plan to help them live the life they dream of.
about us
We founded Monroe Financial Group more than 12 years ago and continue to enjoy helping people every day by giving them confidence and peace of mind when it comes to their financial affairs.
We work with wealthy multi-generational families, retirees and pre-retirees, business owners and entrepreneurs. Whatever their background or current situation, our clients share a common desire: to have their wealth create a positive impact on their lives and the lives of others.
Our combined 50+ years of industry experience and our professional certifications enable us to identify the solutions our clients need. We help individuals plan for retirement and families organize their varied objectives. We help entrepreneurs who are looking for financial advantages and business owners who are wondering about the next phase in their life.
As fiduciaries, we are bound to place our clients’ best interests above all others.
As an independent firm, we are able to tap into valuable resources from a virtually unlimited array of solutions providers. For example, we work with BNY Mellon | Pershing as our custodian, to safeguard our clients’ assets. And we’re a partner firm of Sanctuary Wealth, a leading platform for independent advisors that provides us with the technology, systems and cybersecurity that runs our back office.
Our primary objective remains helping clients simplify their financial lives.
Our Focus on You
we’re able to bring you creative solutions from the best and biggest resource partners – as well as opportunities from highly specialized solution providers. We excel at putting together financial and investment puzzle pieces to create a holistic plan designed to help you pursue your goals while staying true to your personal values.
we believe the advisor-client relationship needs to be the right fit as well. We consider our clients as extensions of our family, working alongside them as they venture towards their financial future. Clients find that they can feel at home with us, because of the honesty and trust we offer every day.
Monroe Financial Group is a partner firm of Sanctuary Wealth, an advanced platform for elite independent advisors.
Sanctuary provides all-encompassing operational and technological support in an ecosystem of partnered independence. Through Sanctuary, we are able to access an array of proprietary and non-proprietary investment vehicles and unbiased options, including unique opportunities available only through the Sanctuary Wealth network of partner firms.
