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.
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.
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.
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!