TOP 100 MAGAZINE

Robert Warnock III and Matthew Roberts

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Built from an unwavering belief in putting the client over the institution, Robert Warnock III and Matthew Roberts launched Monarch Capital Advisors. Focused on active money management, long-term financial planning, wealth transfer and tax efficiency, the boutique wealth management firm specializes in macro-solutions for clients looking to grow, protect, and transition their assets. Voted Best of Atlanta for Wealth Management in 2022, the company offers a full range of customized investment solutions with special emphasis on comprehensive financial planning. “Whatever a client needs, we have an expert in the field that can come up with the best possible solution,” Robert states. “We don’t believe in a one-size-fits-all model. Instead, we tailor-make solutions unique to each person’s specific needs.” With a client base that includes high-net-worth individuals and corporations alike, Robert and Matthew have remained steadfast in their commitment to help people and organizations navigate the complexities of the financial world, as well as handling retirement plans for businesses.

 

Dedicated to doing things differently, their team-centric approach is anchored by a shared passion for helping others achieve their financial goals. Since opening their doors about a year ago, Monarch Capital Advisors has grown 80%, which is a testament to their success. “We learned early on that people who are serious about their money don’t just want to be a number, so we built a boutique firm based on the idea of offering custom solutions,” Matthew shares.

 

Named Top Next Generation Wealth Advisors by Forbes Magazine in 2021, the managing partners have over 40 years of combined experience. Prior to launching their own company, Robert and Matthew worked as advisors at Wells Fargo, learning the ins and outs of the business. Where Matthew specializes in individual requisites and retirements, Robert is focused on alternative investments, private equity, real estate, and bonds. “It’s a great partnership where we have a personal relationship with each of our clients, and a vested interest in their happiness and success,” the pair states. Their motto: “Build. Manage. Protect.”

 

Robert holds an MBA in finance from the University of Alabama. Matthew holds an MBA in investment finance from Georgia State University.

 

Monarch Capital Advisors, LLC

Robert Warnock III, Managing Partner

Matthew Roberts, Managing Partner

Website: www.MonarchCapitalAdvisors.com