About Us

Holistic Financial Planning

Holistic Financial Planning

Monument Group Wealth Advisors was founded in 2001 in Concord, Massachusetts. Our name thoughtfully reflects our deep community roots and commitment to creating enduring value for you and your family. Over the years, we’ve grown into a trusted resource that includes Monument Group Wealth Advisors, Monument Group Tax Advisors, and our affiliated law firm, Woodman & Eaton.

Together, we form The Monument Group Companies where in-house investment strategy, tax efficiency, and estate planning work in harmony.

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.

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.

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.

Client Centered

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.

Book Your Consultation

Schedule a time to discuss whether our approach is the right fit for you.

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