Future direction
As the business grows, the questions change.
Owners who build something valuable eventually face questions about capital, wealth, retirement and investments. Monarq Advisory is being built so that, over time and with the required licensing and registration in place, the firm can help with those questions too.
Where things stand today
Clear about what we do, and what we don’t.
Today, Monarq Advisory provides business advisory and risk & protection planning. J. Michael Hart is a licensed insurance agent and is completing his securities licensing.
Monarq Advisory is not a registered investment adviser. We do not provide investment advice, recommend securities, manage portfolios or hold client assets, and nothing on this website should be read as investment advice.
If and when investment advisory services become available, they will be announced clearly, with the disclosures and registrations that apply.
Areas the firm may grow into
Future · not offered
Capital Strategy
Thinking about how the business is financed and where its cash goes.
Future · not offered
Wealth Planning
Connecting the business owner’s personal plan to the business itself.
Future · not offered
Retirement Planning
Preparing for life after the owner’s active role.
Future · not offered
Investment Advisory
Investment advice, offered only after the required registration is complete.