Glen Monroe, CFP®, AAMS® Monroe Wealth Management LLC

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About Glen Monroe, CFP®, AAMS®, MS

Monroe Wealth Management is a modern financial firm helping Millennials balance living life and building wealth. As a Financial Planning and Investment Management firm for H.E.N.R.Y.s™ [High Earners, Not Rich Yet], MWM is on a mission to educate and empower 20-somethings and 30-somethings who are largely ignored by traditional financial firms.

MWM gets that financial planning has historically been an expensive process reserved for the wealthy, so we have thrown that model out the window and made it more attainable for our generation because we believe that the sooner you start, the more successful you’ll be – even if you start with nothing (or in the hole)!

Focusing on high earners, MWM prioritizes education and building a game plan through its signature service, the Wealth Plan. The Wealth Plan is a multi-week planning engagement during which clients are shown how to be smarter with their money and provided with a game plan to put them on track for their small and big financial goals. The Wealth Plan helps clients save for the future without compromising their lifestyle today.

MWM is a Fiduciary, which means our incentives are always aligned with our clients. MWM is eager to usher in a new era of what it means to be money savvy.

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Ideal Clients

  • Gen Y/Millennials
  • HENRY
  • Technology Professionals
  • Young Professionals

Ways Advisor Charges

  • Quarterly Fee
  • Assets Under Management

Fee Options

  • Quarterly Fee: $750+/qtr
  • AUM: 1.25%

SEC Records

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