Accumulation Strategies
We guide you through the long-term process of building wealth through strategic saving, investing, and risk management—whether you're just starting out or optimizing your current financial plan.
Retirement Income
As retirement approaches, we help transform your savings into a reliable income stream. Together, we’ll build a coordinated, tax-efficient strategy that brings clarity to your retirement puzzle.
Estate Planning
We help simplify the estate planning process while minimizing future burdens for your heirs. From tax-smart strategies to beneficiary reviews, we align your estate approach with your broader financial picture.
Debt & Budget Guidance
We help you take control of your day-to-day finances through smart budgeting and debt management. Impactful decisions can help to grow and protect your net worth over time.
The name Monarch was chosen to symbolize transformation. Like the monarch butterfly, which undergoes a remarkable metamorphosis, your financial journey can evolve in powerful ways.
In 1972, meteorologist Edward Lorenz posed the question, “Does the flap of a butterfly’s wings in Brazil set off a tornado in Texas?” This idea, now known as the butterfly effect, suggests that small, seemingly insignificant actions can lead to large, unpredictable consequences.
Transformation takes time and thoughtful effort, but intentional choices made now can create a ripple effect that benefits you and your family for years to come. Monarch Financial Group, Inc. is here to help you navigate those choices with clarity and confidence
George Paxton
Founder & Financial Advisor
With his 44 + years of experience, George specializes in investment management and holistic financial planning. Outside the office, he enjoys reading, fishing, smoking meat and cheese, grilling, and spending time with his wife, three daughters, and two grandkids.
Jesse Bargstadt TPCP®
Co-Owner & Financial Advisor
Before joining Monarch Financial Group, Inc., Jesse worked at a financial technology firm. He focuses on tax strategy, financial reviews, and new client onboarding. In his free time, Jesse enjoys pickleball, movies, and traveling the world with his wife and son.
Katie Downs
Operations Manager
Katie keeps the firm running smoothly by supporting clients, assisting advisors, and leading all marketing efforts. Outside of work, she loves thrifting, all things home, and spending time with her husband and their two sons.