Strategic Partners

Monarch is a Member Firm of Valmark Financial Group, a 56+ year old, invitation-only group of independent wealth and insurance advisory firms. Valmark employs over 100 professionals who provide a concierge level of support to each Member Firm. This enables us to leverage the knowledge and experience of these professionals to help us deliver innovative thinking and recommendations when helping our clients strategically plan for their futures.

As a collective group, Valmark Member Firms have over $50 billion of life insurance in force and an estimated $6 billion of assets under management, with an additional $25 billion of assets under management controlled through independent Investment Advisors associated with Valmark. This combined buying power gives us access to some of the nation’s top companies, products, and services, enabling us to advocate on behalf of our clients while maintaining independence.

ValMark Securities, Inc., our broker dealer, is a member of FINRA and SIPC, and is licensed in all 50 states for securities and insurance. The company has 100+ independently-owned Member Firms throughout the United States. Its affiliate, ValMark Advisers, Inc., is a Registered Investment Advisor with the SEC. Learn more at

We work closely with Long Road Risk Management, a firm dedicated to working with clients and their most trusted advisors to provide a suite of end-to-end life insurance planning services and solutions to ensure plans are fully designed to meet their unique and evolving needs. Long Road changes the experience of buying and owning a life insurance policy by taking a “long-road” approach to how life insurance is offered and implemented. Learn more at