Our Founders

Managing Director Tim Baltzer CRPC® and Partner Chris Stewart CFP® combined their service-industry strengths and affinity for numbers to make a successful wealth management duo. In the early 2000s, after developing individual foundations in finance, they collaborated to serve clients and their families more directly through what was then known as Baltzer Wealth Management. In the more than 25 years since its first inception, the original firm has grown to encompass a full team of wealth management professionals, a host of tailored services, and a transformation into an overarching brand that echoes the founders’ original values.

Our Name

After over 25 years of serving clients, the evolution from Baltzer Wealth Management Group to Monarch Wealth Advisors represents the continued success of our firm and a recommitment to the values established from the very beginning. The journey of the monarch – from a humble caterpillar to a beautiful butterfly – exemplifies the growth and transformation we aim to facilitate in the financial lives of our clients. We help guide you through the growth stages of wealth management to ultimately help you soar, much like a monarch! Our trusted team of advisors is proud to serve clients with collaboration, trust, and integrity that will always be the basis of our business.

Our Staff

Our close-knit team strives to deliver best-in-class service to our clients with every interaction. Together, our staff has more than 140 years of combined wealth management experience. At Monarch, we are united by a genuine desire to see our clients succeed. When you work with us, you’re working with more than a single wealth advisor, you have the support of a full team of professionals behind you as well.

Our Clients

Clients come to us at different stepping stones in their financial journey. Whether you have aspirations for your family, your business, or your legacy, we are here to help you navigate financial goals to suit your lifestyle. Our expertise and proven strategies address wealth management in its many stages and transformations.