Jose Freyre, MBA, CFP
Financial Advisor, LPL Financial
Why Monarch Wealth Management?
Your Personal CFO
Many firms provide investments, financial planning, and/or insurance services. Yet very few successfully integrate an offering that works together to support your unique needs and objectives. I founded Monarch Wealth Management with the goal of assisting our clients to better manage every aspect of their financial lives. We understand how important your financial decisions are to maintaining your quality of life and pursuing your goals, so we are dedicated to finding solutions that address your unique needs in an honest, caring atmosphere.
You are unique, so we believe your experience with us should be unique as well. Therefore, we tailor our services to meet your specific needs and goals. By bringing together specialists (and/or working with your other advisors), we provide advice that anticipates and responds to your unique requirements. We become your “Personal CFO” and work as a team to manage your total financial picture, rather than just offering investment advice like other firms.
We truly appreciate the opportunity to work with our clients, and fully recognize the trust and confidence implicit in them establishing and maintaining a relationship with us.
The Value of an Independent Wealth Management Firm
We believe that being an independent firm is one of the essential ingredients for providing objective advice and service to our clients. Monarch Wealth Management is supported by an independent research team at LPL Financial, the nation’s largest independent brokerage firm*. LPL Financial’s research team is free to recommend and manage assets without any worries about conflicts of interests or hidden agendas. Unlike the traditional, conflict-prone practices of many large “Wall Street” firms, LPL Financial has no proprietary products or corporate investment banking services.
Additionally, there is no “sales quota” or incentives for us to sell you any specific products or services. Since we do not charge commissions, our compensation is designed to keep us aligned with our client’s interests and success. The only factor in our decision making is what’s in the best interest of our clients and we’re the only people you will speak with on these issues.
As an independent wealth management firm, Monarch Wealth Management’s business model allows us to deliver the strength, experience and resources of a large financial firm with the level of personal attention and service only found in smaller boutique firms.
For more information about LPL Financial, please click here.
*As reported by Financial Planning magazine, June 1996-2015, based on total revenue.