Here at Monarch Capital Advisors, we strive to provide the best to our clients. We ensure that our expert team of professionals is present to guide and assist with all your financial endeavors. Our firm believes in a productive relationship with our clients and working together to reach potential heights.
Monarch Capital Advisors – Vision and Values:
The initial investment we make with our clients – whether they are individual, institutional, or corporate – is always the same. It is an investment of time. It is the first brick laid in the foundation of every productive relationship we build. We take the time to ask the right questions and listen carefully to the answers to ensure that we respond with customized, targeted advice. It is one of the many ways we demonstrate our unwavering commitment to personalized service.
Rather than expecting new clients to make a blind leap of faith, Monarch Capital builds trust organically. The principals of our firm regularly invest their own money in the same independently analyzed, investments we make for our clients. This keeps our interests aligned with those of our clients. By taking a vested interest in our client’s success, we are literally tying our fortunes to theirs. We never take our clients’ trust for granted, nor do we rest on the laurels of our past successes. Instead, we take each new day as it comes, always poised to seize new investment opportunities as they emerge and mitigate risks as they arise.
Investment markets are – by definition and by nature – dynamic and reactionary. On any given day, economic experts and financial pundits can be heard loudly expressing differing opinions and contradictory recommendations. In this sea of confusion, Monarch Capital remains a harbor of sanity. Our long-term, value-oriented investment approach and deep understanding of market behavior help us to maintain our focus, not on the rough seas we may encounter along the way, but on reaching our clients’ ultimate financial and investment goals.
Meet Our Team
Managing Partner and Investment Advisor
Matthew Roberts is Managing Partner and Investment Advisor of Monarch Capital Advisors, LLC. In this role, he offers access to a full range of comprehensive financial services including strategic and tactical portfolio construction, asset management, as well as retirement and estate planning.
With over 20+ years of experience in wealth management, spanning all types of market conditions, Matthew is uniquely equipped to help you navigate any financial need you might have. Matthew takes a goals-based approach to asset management to ensure that his clients never take unnecessary risks, as it relates to their overall financial goals. Whether you’re an individual, corporation, or trust, Matthew will dedicate the time needed to ensure we do all we can at Monarch Capital Advisors to build trust, manage and grow wealth, and preserve the legacy you envision for yourself and family.
Prior to forming Monarch Capital Advisors, LLC in 2022, Matthew spent 20 years working in all areas of Wealth Management. Matthew was a financial advisor and Sr. Vice President of Investments at Wells Fargo Advisors for 11 years. He has been in the financial services industry since 2001, all of those years were with Wells Fargo Bank where he worked as a Private Bank Wealth Banker, Commercial Lending, and Investment Advisory.
Matthew graduated from The University of West Georgia with a bachelor’s degree in Marketing in 2002. Following 7 years of industry experience decided to go back to school. In 2011, Matthew earned his MBA, with a concentration in Investment Finance, from J. Mack Robinson College of Business at Georgia State University.
Matthew and his family reside in Sandy Springs and is the proud husband of Catherine. They have two wonderful children Sloan and Miles, as well as their rescued yellow lab Blanche. Proud to be from the Atlanta area, which is rare to find these days, Matthew has a large family based locally. He enjoys spending time with his wife and kids, along with his parents’ brothers, sister, nieces, and nephews. When he has spare time, he likes playing golf with family and friends, where he is a member of the Atlanta Athletic Club.
Managing Partner and Wealth Advisor
Robert is managing partner and wealth advisor of Monarch Capital Advisors, LLC. In this role, he offers access to a full range of comprehensive financial services including strategic and tactical portfolio construction, asset management, as well as retirement and estate planning.
With over 20 years of experience in wealth management, spanning all types of market conditions, Robert is uniquely equipped to help you navigate any financial need you might have. Robert takes a goals-based approach to asset management to insure that his clients never take unnecessary risks, as it relates to their overall financial situation. Whether you’re an individual, corporation, or trust, Robert will put the optimal plan in place that will allow him to build, manage, and protect your assets.
Prior to forming Monarch Capital Advisors, LLC in 2022, Robert was a financial advisor and First Vice President of Investments at Wells Fargo Advisors for 14 years. He has been in the financial services industry since 2001, working as an advisor for Synovous Securities, Morgan Keegan, and SunTrust Investment Services.
Robert graduated from The University of Alabama with a bachelor’s degree in International Marketing. He was also a member of the Crimson Tide football team, playing for legendary coach Gene Stallings, where he lettered and earned Academic All SEC honors in 1997. Following undergraduate school, Robert received his MBA, with a concentration in Finance, from the Manderson Graduate School of Business.
Robert resides in Sandy Springs and is the proud father of two sons, Gaines and Rob. In his spare time, he enjoys spending time with his family, playing golf, where he is a member of the Atlanta Athletic Club, and exercising.
Roberto is Operations Manager of Monarch Capital Advisors, LLC. In this role, he coordinates, manages, and monitors the inner workings of the organization while improving process and procedure in support of our goals.
With over 20 years of experience in Banking, Insurance, and Wealth Management, Roberto is uniquely equipped to help you navigate your financial needs. Whether you’re an individual, corporation, or trust; Roberto will dedicate the time needed to ensure we do all we can at Monarch Capital Advisors to build trust, manage, grow wealth, and preserve the legacy you envision for you and your family.
Prior to Monarch Capital Advisors, LLC, Roberto was a Senior Client Associate at Wells Fargo Advisors for 4 years where he supported various Financial Advisors with combined assets under management of over $1 Billion and serving over 500 households.
Roberto attended the University of South Florida in Tampa, Florida where he pursued a Bachelor’s Degree in Finance.
Roberto is a native of the US Virgin Islands now resides in Snellville, GA with his spouse and three daughters. In his spare time, he enjoys spending time with his family and participating in various outdoor activities.
Securities-Licensed Premier Banker
Tom comes to Monarch Capital from a 14-year career at Wells Fargo Bank, where he started as an intern while attending business school. For the last 5 years, he worked as a securities-licensed premier banker serving high net worth clients, primarily in the investment and lending arenas, working closely with MCA principals Matthew Roberts and Robert Warnock.
Tom attended the University of Richmond as an undergraduate and obtained an MBA from Georgia State in Atlanta in 2009 with a concentration in General Business and a minor in Finance & Risk Management. Originally from Nashville, TN, Tom is a 20-plus-year resident of Atlanta and when not busy helping clients enjoys reading, hiking, live music, and travelling the great state of Georgia and beyond.