Monument Group Wealth Advisors
Byron E. Woodman, JD, LLM, Founder and CEO

Monument Group Wealth Advisors

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JD · LLM

Byron E. Woodman

Founder and CEO

As Founder and CEO of Monument, Byron has served as an advisor to high net worth families for over 40 years. He has been awarded the "AV" professional rating, the highest rating of the Martindale-Hubbell Rating System for attorneys.

Educational Background

  • Boston University, Bachelor of Science in Business Administration, 1966
  • Suffolk University, J.D, 1969
  • Boston University, LLM in Taxation, 1976

Professional Experience

  • Mr. Woodman has practiced in the areas of Estate Planning, Wealth Strategies Design, Trust Funding, Estate Administration, Trust Administration, Executor Services and Trustee Services for more than 38 years.
  • 1980 – Present: Founder and President of Woodman & Eaton, PC
  • 2014 – Present: Co-Founder of Monument Group Tax Advisors, LLC
  • 2001 – Present: Co-Founder of Monument Group Wealth Advisors, LLC
  • 1994 – 2016: Director of the Cambridge Trust Company
  • 2007 – 2012: New England Conservatory Board of Visitors
  • 2001 – 2009: Co-Founder and President of The Monument Group Fiduciaries, LLC
  • 1985 – 2004: Co-Founder and President of Concord Equity Corporation, a Registered Investment Advisor
  • 1973 – 1980: Sherburne, Powers & Needham (now Holland & Knight), as an Associate and then Partner

Professional Associations

  • Present: Member of the Boston, Massachusetts and American Bar Associations
  • Present: Accredited Estate Planner with the National Association of Estate Planners and Councils
  • Present: Boston Estate Planning Council
  • 1972 – Present: Notary Public
  • 1972 – 2006: Real Estate Broker

Civic and Other Activities

  • 1990 – Present: Emerson Hospital, Concord, MA, at various times served as a Corporator, eight years as Director, and Director of the Emerson Health Care Foundation, Inc.
  • 1990 – 2001: Concord-Carlisle Scholarship Fund, Concord, MA, eight years as Chairman
  • 1983 – 1989: The Fenn School of Concord, MA, Trustee, three years as Treasurer
  • 1973 – 1988: Community Agency Corporation, Concord, MA, President

Selected Publications

  • Co-Author. Personal Financial Planning, an Audio Cassette Program. Concord Educational Corporation (1983)
  • Co-Author. Personal Financial Planning. Brickhouse Publishing Co. (1987)
  • Co-Author. Generations. Esperti Peterson Institute, Inc. (1999)
  • Co-Author. Master Plan; Integrating Your Financial Planning, Legal and Estate Planning and Life Planning. (2006)

Personal

  • 1961: Boy Scouts of America – achieved rank of Eagle Scout
  • Military Service (1966 – 1972): Commissioned as U.S.A. Artillery Officer, deferred from active duty to attend law school. Active duty from 1970 with primary duties as a JAG officer, lecturer on military law and trial counsel, based in Stuttgart, Germany. Achieved rank of Captain.
  • A lifelong resident of Concord, Massachusetts, Byron and his wife, Kelvey, enjoy skiing and golfing with their children and grandchildren.

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