Blue Monarch Financial
Holistic Wealth Planning & Advisory Services in Wills Point, TX
About Us
Independent fiduciary advisors guiding families and business owners across Texas
Blue Monarch Financial delivers holistic financial guidance with a commitment to clarity, transparency, and long-term stewardship.
- Fee-based fiduciary advisors focused on your best interests
- Personalized plans integrating tax, estate, and investment needs
- Technology-enabled reporting and proactive communication
We specialize in comprehensive wealth management, strategic financial planning, and risk mitigation for clients throughout Texas and nationwide. Our advisors coordinate every detail—from investment implementation to legacy planning—so you can focus on leading your life and business with confidence.
Families Advised
Plans Crafted
Years Experience
Financial Reviews Annually
Delivering Confidence in Your Financial Journey
Our reputation is built on proactive planning, transparent advice, and measurable outcomes.
- Integrated investment, tax, and estate strategies
- Real-time dashboards and progress reporting
- Rigorous compliance and fiduciary oversight
From early wealth accumulation to legacy planning, we manage each step with care. Our team stays ahead of regulatory changes and market shifts so your plan remains resilient and aligned with your vision.
Testimonials
What our clients say about our services
Blue Monarch Financial has been our trusted advisory partner for three years. Their proactive planning and market insight keep our family portfolio aligned with our goals.
Robert Johnson
Business Owner
The team’s guidance through a business sale and retirement transition was invaluable. They coordinated every detail and kept our tax burden low.
Sarah Williams
Entrepreneur
We rely on Blue Monarch for our nonprofit endowment strategy. Their reporting, communication, and fiduciary care help our board make confident decisions.
Michael Davis
Foundation Director
As a CFO, I appreciate their disciplined process. They quickly synthesize complex data and present clear action steps for our executive team.
James Wilson
Chief Financial Officer
They navigated our estate, insurance, and investment updates after a major life change. Their empathy and expertise made all the difference.
Lisa Thompson
Medical Professional
Our Services
Comprehensive financial guidance for individuals, families, and businesses
Investment Management
Custom asset allocation, manager selection, and disciplined rebalancing for long-term growth.
Comprehensive Planning
Retirement income, education funding, and multi-generational planning tailored to your priorities.
Risk & Insurance Analysis
Independent assessment of existing coverage and solutions to close protection gaps.
Business Advisory
Succession planning, retirement plans, and liquidity strategies for closely held companies.
Philanthropy & Legacy
Align charitable goals with estate and tax strategies to leave a meaningful impact.
Tax-Efficient Strategies
Proactive tax planning to minimize liabilities through smart timing, account selection, and entity design.
Ready to Strengthen Your Financial Plan?
Contact Blue Monarch Financial for a discovery call. Our team will clarify your goals, evaluate your current strategy, and propose a roadmap tailored to your vision.
Schedule a ConsultationOur Team
Meet the fiduciary advisors guiding your financial future
Michael Carter, CFP®
Managing Partner
David Wilson, CFA
Director of Investments
Robert Johnson, CPA
Tax & Planning Strategist
Sarah Williams
Client Experience LeadFrequently Asked Questions
Common questions about our financial advisory services
Who do you typically work with?
We support individuals, families, and business owners seeking fiduciary guidance on investments, planning, and risk management.
What services are included?
Our engagements include investment management, financial planning, business advisory, legacy planning, and coordination with your tax and legal teams.
How do you structure fees?
We operate on a transparent, fee-based model with assets-under-management fees and flat-fee or project-based planning options when appropriate.
How often will we meet?
Clients meet with us at least quarterly, with additional reviews whenever markets or personal circumstances change. You also have on-call access to your advisory team.
Do you work with other professionals?
Yes. We regularly coordinate with clients’ CPAs, attorneys, and benefit providers to ensure cohesive strategy and smooth execution.
What is your investment philosophy?
We blend evidence-based investing with tactical flexibility, focusing on diversified portfolios, cost efficiency, and disciplined risk management.