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Monarch's CEO & Owner: Sue Burnett

Monarch Financial Advisors was founded in 2019 as a way to combine my retirement plan experience and my passion for helping and educating others. With over 30 years of experience as a credentialled pension actuary, I've helped businesses with anywhere between 1 and 50,000 employees figure out which of the nine retirement plan options is right for them, based on the business owner's own goals and objectives. As an independent insurance and investment advisor, I have access to multiple insurance companies and thousands of funds, allowing me to give recommendations and advice that's right for YOU, not limited by ME.

I grew up in upstate New York, and went to Union College in Schenectady, NY, where I played volleyball and graduated with honors with a BS in Mathematics. I can work with business owners nation wide, but I'm headquartered near Cincinnati, Ohio, where I live with my husband Dan - my two boys are grown and flown!

When I'm not meeting with business owners or playing with spreadsheets, you'll often find me running with my dog Copley, reading a book, or doing anything outside! I've done marathons, and an Ironman Triathlon, but the hardest thing I've ever done is to start my own business - and I wouldn't change a thing.

Our Mission

We are committed to designing understandable, creative, customized retirement solutions that align with our client’s goals and objectives.

Our Vision

Our vision is to be the premier retirement partner for business owners by providing personalized recommendations, thoughtful and clear financial education, and an unwavering commitment to exceptional service.

Our Core Values

Integrity
Excellence
Honesty
Dedication
Creativity
Compassion

Today Is The Perfect Day To Plan For Your Future

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