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Josh Klein is a Partner and Managing Director of Monarch Business and Wealth Management LLC. Josh started his career in Business Management working as an intern for Assante Wealth Management while attending the Kelly School of Business at Indiana University.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Your Monarch Wealth Planning Team will be comprised of financial planners, accountants, investment advisors, branding experts, risk managers, tax specialists, royalty auditors and touring experts, each of whom is committed to building a customized plan that will help you realize your financial goals.