Looking for financial help?

Here is a list of financial advisors that use Monarch with their clients.

This list is informational and does not constitute financial advice or recommendation. Always do your own research and seek independent financial advice when needed. Any arrangement made between you and any third party named or linked to from this directory is at your sole risk and responsibility. Monarch Money receives no commercial benefit from publishing this directory; in the event of any commercial relationship or interest, this would be clearly disclosed within the directory.
About
My goal is to provide a helping hand in building your financial foundations. That may start with budgeting and debt management but goes all the way to financial planning for your life goals and retirement planning.
Services
Budgeting and Cash FlowFinancial PlanningDebt ManagementInsurance AdviceRetirement PlanningStudent Loan AnalysisHelp with Monarch Setup
Fee Structures
Project-basedFree Consultation CallOngoing (Monthly or Annual)
About
With over 15 years of financial expertise, I’ve supported 500+ families across various sectors, including equity compensation, entrepreneurship, federal employment, and real estate. My approach focuses on tax optimization, offering services on a flat fee basis to align purely with client interests. Committed to fiduciary standards, I prioritize transparent and effective financial guidance. Understanding that taxes represent one of the most significant expenses in a person’s lifetime, my focus is on strategically reducing this burden for you. Unlike the traditional model that often benefits advisors through a percentage-based fee on assets managed, I believe in a more client-centric approach. This is why I offer my services for a flat monthly or annual fee, ensuring that my advice is always in your best interest, not swayed by the size of your assets. My passion lies in serving as your fiduciary, committed to offering transparent and effective financial guidance with strategies tailored to your unique situation and goals.
Services
Help with Monarch SetupBudgeting and Cash FlowAsset ManagementTaxesFinancial PlanningDebt ManagementInsurance AdviceEstate PlanningRetirement PlanningStudent Loan Analysis
Fee Structures
Free Consultation CallOngoing (Monthly or Annual)
About
I help clients craft their shortest path to financial freedom.
Services
Help with Monarch SetupBudgeting and Cash FlowAsset ManagementFinancial PlanningTaxesInsurance AdviceDebt ManagementEstate PlanningRetirement PlanningStudent Loan Analysis
Fee Structures
Free Consultation CallAssets Under ManagementProject-basedOngoing (Monthly or Annual)
About
We help clients implement personal finance systems to achieve financial goals quickly. These systems help clients pay off debt fast, save more money, feel in control, get rid of the guilt and shame around finances, and get on the same page as their partner.
Services
Help with Monarch SetupBudgeting and Cash FlowDebt ManagementStudent Loan Analysis
Fee Structures
Free Consultation CallProject-basedOngoing (Monthly or Annual)
About
With Domain Money, there are no assets under management (AUM) fees and we never push you to buy products. Our flat-fee, advice on demand, model is focused solely on the highest quality, unbiased advice to help you live your best life. ‍ The “right” thing to do with your money should never be some big secret. You should be able to talk with an expert financial advisor and understand exactly what steps to take to achieve your life goals. We invite you to try Domain Money today.
Services
Budgeting and Cash FlowTaxesFinancial PlanningDebt ManagementInsurance AdviceEstate PlanningRetirement PlanningStudent Loan Analysis
Fee Structures
Free Consultation CallProject-based
About
I help individuals, couples, and business owners implement a budget in Monarch Money that aligns with their goals and values.
Services
Help with Monarch SetupBudgeting and Cash FlowDebt ManagementStudent Loan Analysis
Fee Structures
Free Consultation CallProject-basedOngoing (Monthly or Annual)
About
I am a financial coach who teaches my clients how to budget and spend intentionally, reach their savings and debt payoff goals, and build financial security for themselves. I also teach my clients the basics of investing and help them better understand their current investments and retirement accounts. As a financial coach, my goal is to provide my clients with skills and knowledge that will reduce their financial-anxiety and increase their confidence in their ability to manage their own money.
Services
Help with Monarch SetupBudgeting and Cash FlowDebt Management
Fee Structures
Free Consultation CallProject-based
About
Bryan Minogue CFP®, CFA is a financial advisor and founder of Kardinal Financial. I help young professionals and families balance saving for their future with living a fulfilling life today. I understand the financial priorities and challenges that begin building in our 30s and partner with clients to address these concerns. Services include cash flow planning, investment management, tax planning, company benefits and stock compensation optimization, risk management planning, and more.
Services
Help with Monarch SetupBudgeting and Cash FlowAsset ManagementFinancial PlanningDebt ManagementInsurance AdviceRetirement PlanningStudent Loan Analysis
Fee Structures
Project-basedOngoing (Monthly or Annual)Free Consultation Call
About
Jonathan Wong, CFP®, APMA, CRPC is a CERTIFIED FINANCIAL PLANNER based in Orange County, CA. We provide comprehensive financial planning to help professionals, growing families, and business owners with thriving careers organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jonathan Wong is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Services
Budgeting and Cash FlowHelp with Monarch SetupAsset ManagementTaxesFinancial PlanningEstate PlanningRetirement Planning
Fee Structures
Free Consultation CallAssets Under ManagementProject-basedOngoing (Monthly or Annual)
About
Money Mindset Clinic™️ – your go-to for making your dream of owning a home and securing your financial future a reality Our goal is to give millennials like you the know-how and skills to tackle the tricky world of homeownership with confidence We assist: First Time U.S. Homebuyers First Time International Homebuyers Homeowners by Choice and by Inheritance By providing a supportive community, easy to follow training, financial services for each stage in the process.
Services
Budgeting and Cash FlowAsset ManagementTaxesFinancial PlanningDebt ManagementInsurance AdviceEstate PlanningStudent Loan AnalysisHelp with Monarch Setup
Fee Structures
Ongoing (Monthly or Annual)Project-based
About
I am a financial coach who is dedicated to having thoughtful conversations about life and money so that money stops running our lives. We get organized, gain clarity and talk about our money so we can make better financial decisions on a consistent basis. I work with individuals and businesses.
Services
Budgeting and Cash FlowHelp with Monarch Setup
Fee Structures
Free Consultation CallProject-basedOngoing (Monthly or Annual)
About
Progress Wealth Management specializes in financial planning for small business owners and tech professionals. We stand out by making financial advice straightforward, simple, and precise. Our approach? Top-notch technology, and a dedicated team of experts for every client. Schedule your free financial assessment today and learn about the positive impact growth-oriented financial planning can have on your future.
Services
Help with Monarch SetupBudgeting and Cash FlowAsset ManagementTaxesFinancial PlanningDebt ManagementInsurance AdviceEstate PlanningRetirement PlanningStudent Loan Analysis
Fee Structures
Free Consultation CallAssets Under ManagementProject-basedOngoing (Monthly or Annual)
About
Saver Street Financial Coaches offer personalized guidance for your financial situation. They provide 1:1 and group financial coaching to help you set up a monthly budget that works for you, get personalized feedback and support, take the right action for your situation, and work through the root cause of your money struggles. Financial coaching is not the same as financial advising. Financial coaching helps you make a lasting change to your behaviors, habits, and routine around money.
Services
Budgeting and Cash FlowHelp with Monarch SetupDebt ManagementFinancial PlanningRetirement Planning
Fee Structures
Free Consultation CallProject-basedOngoing (Monthly or Annual)
About
We help clients balance living in the moment while planning for the future by helping customers master budgeting skills and reviewing your progress on a quarterly basis. We look at everything from spending, saving, investing, debt and ultimately aligning these with what brings you joy.
Services
Help with Monarch SetupBudgeting and Cash FlowAsset ManagementTaxesFinancial PlanningDebt ManagementRetirement PlanningStudent Loan Analysis
Fee Structures
Free Consultation CallAssets Under ManagementOngoing (Monthly or Annual)