Michael A. Partlow
Education
- University of California, San Diego: Bachelor of Arts in Economics
Credentials
- Series 65 – Uniform Investment Adviser Law Examination
Wealth Advisor Associate
Michael Partlow is deeply committed to helping clients achieve peace of mind as they work toward their financial goals. He draws on both personal experience and professional expertise to build tailored financial plans and guide his clients through life’s financial uncertainties.
Michael has worked in the wealth management industry since 2017, serving high-net-worth and ultra-high-net-worth clients at TD Ameritrade and Fidelity Investments. He previously held his Series 7 license, allowing him to sell securities, but chose to pivot and partner with Monarch Wealth Strategies in a fiduciary role—enabling him to sit on the same side of the table as his clients.
Michael has extensive experience serving business owners, retirees, and corporate executives. His financial planning process emphasizes tax optimization, retirement investing, and cash flow management. He regularly collaborates with his clients’ tax advisors, attorneys, and business consultants to help facilitate well-coordinated, strategic financial planning decisions.
Dedicated to giving back to the industry, Michael mentors university students and emerging advisors, helping them launch careers rooted in service, integrity, and a client-first mindset.
Outside of work, he enjoys playing golf, reading, and spending quality time with friends.