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Our Expertise

Most wealth advising firms have one CERTIFIED FINANCIAL PLANNER™ practitioner on staff; here we have four; Ryan A. Voxland CFP®, Josh Baltzer CFP®, Tim Baltzer, CRPC®, and Chris Stewart CFP®. Many of our staff have even further designations!

Our commitments to education, continuous learning, and the constant pursuit of top-tier client service have led us to hold high standards of both formal and hands-on training. Additionally, the longevity of our staff is a testament to a culture devoted to growth and expertise developed over years of experiential learning.
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Our Network

Working with Monarch Wealth Advisors allows you access to our network of local contacts. This includes access to lawyers, accountants, insurance experts, lenders, and more.

We will all work together to deliver you holistic retirement planning and the most complete advice as you move through the stages of life planning. Through us, you will develop a comprehensive team of expert advisors to contribute positively in a means beyond wealth management.
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Our Location

Our boutique-style location is situated on the top floor of a luxury office building in downtown Wayzata, just off of Lake Minnetonka. We love being a part of the vibrant community that’s grown in this lakeside spot. Stop in, join us for a cup of coffee, and share in the view!
Monarch Wealth Advisors

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AK, AL, AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, MA, MD, MN, MO, MT, NC, ND, NJ, NM, NY, OH, OR, SC, SD, TN, TX, UT, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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