Monument Group Wealth Advisors, LLC

At Monument Group Wealth Advisors, LLC, we provide fee-only wealth management and financial planning services assuring that clients receive advice based on their needs and objectives. In our fee-only model, our clients compensate us based on a percentage of assets that we manage and/or a financial planning fee that is dependent on the level of complexity of the engagement. We do not accept product-based commissions or referral-based fees from other professionals. Teamwork is a hallmark of a strong, successful wealth management experience. At Monument Group Wealth Advisors, we, together with our clients and their professional advisors, build a plan that is customized to each client’s unique situation.
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Advisors at this Office

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This Office

801 Main St Ste 14 Concord, MA 01742-3313 Phone: (978) 451-6466

Primary Office

801 Main St Ste 14 Concord, MA 01742-3313 Phone: (978) 451-6466