Aaron J. Clark

Founder & President

Aaron Clark is the Founder and President of Monarch Wealth Strategies, where he leads the firm’s vision, values, and strategic direction. With over two decades of experience in financial advisory, he specializes in providing bespoke solutions for ultra-high-net-worth families, business owners, nonprofits, and institutional investors. Aaron is known for his ability to guide clients through significant life milestones such as business sales, retirement planning, and wealth transfers, ensuring their financial success and security for generations to come.

His expertise includes creating strategic investment plans, structuring portfolios to meet long-term goals, and designing personalized financial, philanthropic, and estate plans. Aaron has a strong background in charitable planning, private investments, mergers and acquisitions (M&A), insurance, and succession planning, often helping business owners navigate complex transitions. He is also a trusted advisor in tax-focused wealth management, inheritance planning, asset protection, and legacy design, ensuring clients’ wealth is managed, preserved, and passed down effectively.

In addition to his financial expertise, Aaron is a passionate mentor, dedicating a significant portion of his time to developing the next generation of financial advisors. His mentorship and leadership have made him a respected figure in the industry. Aaron is also deeply involved in his community, supporting various philanthropic organizations and causes that reflect his commitment to making a lasting impact on society.

Aaron’s personal interests reflect his diverse and global outlook. He is an avid traveler with a passion for exploring new cultures and regions. A skilled tennis player, he also has a deep appreciation for classical music. These passions enrich his life and serve as a reminder of the importance of balance, discipline, and creativity, both professionally and personally.