Monroe Wealth Management

San Francisco, CA

Serves San Francisco, CA and the greater Bay Area (also serves clients nationwide via virtual meetings)

Schedule Consultation (510) 990-1803

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About

Monroe Wealth Management is a San Francisco fiduciary advisory firm founded by Garrett Monroe, CFP®, specializing in comprehensive financial planning for tech industry professionals and entrepreneurs. As a fee-only advisor, Monroe provides conflict-free guidance on equity compensation, tax optimization, retirement planning, and investment management. With a 5.0-star rating from 39 Google reviews, the firm serves clients throughout the Bay Area with a personalized, technology-forward approach to wealth management.

Best For

Tech professionals with equity compensation

Bay Area executives navigating stock options or RSUs

entrepreneurs planning for liquidity events

high-income earners seeking fiduciary fee-only advice

professionals wanting conflict-free transparent financial planning

What Sets Monroe Wealth Management Apart

Certified Fiduciary & CFP® Professional

Equity Compensation Expertise

Fee-Only Transparent Pricing

Technology-Forward Client Experience

Fiduciary RIA

Legally bound to act in your best interest — no commissions, no conflicts

CFP® Professional

CERTIFIED FINANCIAL PLANNER™ — the gold standard in financial planning

5.0-Star Rated

Perfect 5.0 rating from 39 verified Google reviews

Fee-Only Transparent Pricing

100% fee-only — no hidden commissions or product sales

Leadership

Name

Garrett Monroe

Title

Founder & Lead Advisor

Credentials

CFP®

Hours

Opens tomorrow at 9 AM

Mon9:00 AM – 5:00 PM

Tue9:00 AM – 5:00 PM

Wed9:00 AM – 5:00 PM

Thu9:00 AM – 5:00 PM

Fri9:00 AM – 5:00 PM

Sat, SunClosed