Founded in 1989, Monroe Financial Partners, Inc. is an independent financial planning and wealth management firm registered with the U.S. Securities and Exchange Commission. The company operates on a fee-only basis, providing personalized and comprehensive financial services to individuals, families, and trusts. Their core services include financial planning, investment management, retirement planning, and estate planning, with a mission to help clients achieve their long-term financial goals through a disciplined and client-focused approach.

Founded in

United States