The Monarch Group of Raymond James is a team of highly trained and experienced financial advisors who strive to design, implement, and monitor a comprehensive financial package to meet the needs of clients in various stages of their lives who want to plan for a comfortable retirement, provide for the needs of their families, and efficiently manage and plan for the transfer of their wealth. We believe in putting the client’s needs first. Our relationship with Raymond James provides us access to a corporate team of over 4,000 professionals who provide us with quality research, service, and support to best serve our client’s unique financial goals.
It is our goal to be among the most trusted advisors in the United States.
We serve our clients with a consultative, team-based approach that examines the client’s current financial situation before we present financial recommendations we believe will improve our client’s future. We serve corporate and individual clients with services customized for each.
Our goal is to help our clients achieve their own unique goals by managing their assets, preserving their wealth and building their financial legacies.
We put our clients’ interests above our own or those of our firm.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.