Mission
Our Mission
Our philosophy is that delivering grounded, fee-only fiduciary advice puts your best interests first – always. We believe wealth is more than money; it’s a powerful lever to create freedom, security, and meaning in life.
About Us
Holistic financial planning
Roots in Concord since 1980
Our roots on Main Street in Concord date to 1980, when Byron Woodman founded Woodman & Eaton. In 2001, Monument Group Wealth Advisors was founded with a focus on providing financial planning and investment management.
As our work with clients evolved, we saw an opportunity to more closely integrate tax planning with the broader financial planning process. In 2014, Byron Woodman and Lee McGowan co-founded Monument Group Tax Advisors, bringing tax preparation and proactive tax planning alongside the investment, financial planning and estate planning work performed across our team.
Today, Monument Group Wealth Advisors, Monument Group Tax Advisors and our affiliated law firm, Woodman & Eaton, comprise The Monument Group Companies. Together, our professionals collaborate across financial planning, investments, tax and estate planning to help clients make better-informed decisions across their financial lives. From our Concord office, we serve clients in the Greater Boston area, in many states and in other countries.
Our name reflects both our long-standing roots in the Concord community and our commitment to creating enduring value for our clients and their families.
Core Values
Our Core Values
We ground every client Master Plan in objectivity, transparency, and a deep understanding of your unique goals and values. Our decisions are guided by research, data, and proven strategies – not by headlines, hunches, or market hype.
Approach
Our Approach
Our approach anticipates – not just reacts to – life events, market cycles, and regulatory changes. We help you adapt as your life evolves, ensuring your wealth strategy remains aligned with both your near-term needs and long-term legacy.
Our history
Yesterday, Today, Tomorrow
We believe in the power of preparation and endurance, and you see it reflected in our name and logo. We believe that wise decisions from the past can serve us, our families and our community far into the future.
The Minute Men, individuals committed to bold action, inspired us to set lofty goals. Each of us at The Monument Group Wealth Advisors carries that spirit forward with a commitment to you.
Just as Concord’s monuments reflect pivotal moments in our country’s history, we are committed to helping you build your financial legacy. Our integrated approach ensures we’re shaping your future around your idea of financial freedom.
More detailed information on the Minute Men can be found at the Minute Man National Historical Park website.
The Monument Group Companies
Three firms, one conversation
Wealth management, tax preparation and estate work all happen in this office, which is why a decision in one area gets checked against every other before it becomes a recommendation.
Monument Group Wealth Advisors
Wealth management, financial planning, investment management
Monument Group Tax Advisors
In-house tax planning and preparation
Woodman & Eaton, P.C.
Affiliated law firm — estate planning and trust administration
Start the conversation
Schedule Your Conversation
Schedule a time to discuss whether our approach is the right fit for you.