MONROE FINANCIAL INC.

Overview

Monroe Financial Inc. is an independent registered investment adviser focused on serving individual and family clients. The firm combines portfolio management with financial planning and offers pension consulting services for small businesses. Its advisory model mixes a percentage-of-AUM fee with hourly charges, signaling a blend of ongoing investment management and episodic planning work. Investment activity centers on publicly available pooled vehicles—primarily mutual funds—used as the core portfolio building blocks. The adviser is not positioned as an ESG investor and is not registered as a multi-state adviser, which reinforces a regional, client-focused approach. Monroe Financial Inc. also lists an industry affiliation with accounting professionals, suggesting coordination with tax and accounting advisors for client service.

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Public Holdings

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Location & Offices