Lee McGowan (CFA, CFP®)

Lee McGowan focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

As President, CCO and Senior Wealth Advisor of Monument Group Wealth Advisors and Co-Founder of Monument Group Tax Advisors, Lee provides financial planning and wealth management services to high net worth families. With over 20 years of experience as a financial planner, Lee helps a broad spectrum of individuals and families balance their long-term goals with their day-to-day financial decisions.

Lee works with clients on:

• Retirement planning
• Tax-efficient retirement income strategies
• Investment management
• Tax planning and preparation
• Employee benefit optimization
• Risk management
• Company stock options, RSUs and other long-term incentives
• Estate planning

The result of the planning exercise for clients is a general level of comfort knowing that their finances are in order and that they have an ongoing, supportive sounding board to discuss and analyze current and future financial decisions.

Additional Information

Lee has written articles and provided commentary for a number of publications including The Wall Street Journal, CNBC, The Boston Globe, The New York Times, Barron's, Investor's Business Daily, Journal of Financial Planning, Concord Journal, and Mystockoptions.com.

He is a member of The National Association of Personal Financial Advisors (NAPFA), the CFA Institute, the Boston Estate Planning Council and the Financial Planning Association. Lee is a former member of the Journal of Financial Planning's Advisory Board and served as the Guide to Mutual Funds at About.com. Lee is a CERTIFIED FINANCIAL PLANNER™ practitioner, a CFA® charterholder and a NAPFA-Registered Financial Advisor. Lee also completed the Certified College Planning Specialist coursework and examination. Prior to joining Monument Group Wealth Advisors, Lee was a Vice President and Senior Client Advisor at TFC Financial Management in Boston.

Lee and his wife, Rose, live in Sudbury and enjoy watching their two daughters participate in the performing arts and other activities.

NAPFA Start Date

April 08, 2016

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This Office

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