The Insight Investment & Insurance team. From left, Herb Broadwater, Brent Bowman, Stuart Vaughn, Scott Patton and Bill Bowman.
Locally owned and operated financial firms, Monarch Financial Group and Financial Management Group, Inc., announce their recent merger. The merger brings together five financial advisors, operating under the new business name Insight Investments & Insurance.
For 25 years, Monarch Financial Group has provided financial advisory services to individuals and businesses. Financial Management Group was founded in 1986 and specializes in retirement and investment planning. Insight Investments & Insurance’s primary service areas now include retirement planning, investment planning, insurance planning and business planning.
“We’ve all known each other for many years – we even worked next door to each other – and the time felt right to combine our practices to better meet our clients’ diverse investment and insurance needs,” said Bill Bowman. “By bringing together our complementary skill sets, we’re a more well-rounded firm and can give our clients even greater access to products and expertise.”
“This merger brings more opportunities to the people and businesses we serve,” said Stuart Vaughn. “It also brings together nearly 120 years of combined experience in financial services. We’re all very team oriented and share the goal of wanting to do what’s best for each client. Working together will make us even more effective at addressing our clients’ specific needs.”
Insight Investments & Insurance’s advisory team includes: Bill Bowman, registered principal; Brent Bowman, planner; Herb Broadwater, insurance consultant; Scott Patton, financial planner; and Stuart Vaughn, financial planner.
Supporting the advisors at Insight Investments & Insurance are Teresa Brazier and Nikki Flis, who have been serving clients in the industry for a combined 30 years.
For more information or to contact Insights Investments & Insurance, call 475-6024 or 877-2535.