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Blue Monarch Financial
Blue Monarch Financial helps people retire well, providing protection and guidance for the retirement journey. The firm is known for guiding clients from...
Overview
Blue Monarch Financial helps people retire well, providing protection and guidance for the retirement journey. The firm is known for guiding clients from hoping they can retire to knowing they can retire with confidence. Through precise analysis, proactive communication, and a deep understanding of each client’s goals, it helps clients go from ambiguity to assurance. Services include retirement income planning, long-term care, tax planning, estate planning, wealth management, 401(k) rollover, and insurance planning.
General information
Firm type
RIA
Location
City
Greenville
Principals
Brigette Engstrom
Founder & CEO
Brian Megenity
Chief Compliance Officer
Jonathan Frazier
Investment Advisor Representative
Frequently asked questions
Does Blue Monarch Financial participate in fund commitments or only direct deals?
The firm's investment approach — whether direct, fund-of-funds, co-investment, or a hybrid — is not publicly documented. The absence of any disclosed limited-partner positions or direct portfolio companies means no conclusions can be drawn about commitment preferences.
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