Monument Advisers

Thomas Rooney is a financial advisor at Monument Advisers in Richmond, VA. He holds a Series 65 credential and has industry experience beginning in 2024. His prior work includes roles at the U.S. Department of the Treasury, the U.S. Army Reserves, and U.S. Bank. Monument Advisers provides fee-only investment management and financial planning to individuals, high-net-worth clients, charitable organizations, pooled vehicles, and corporate clients. The firm employs asset-allocation principles and modern portfolio theory, combining passive and active funds with a long-term holding approach, and offers values-based options such as socially responsible and Biblically Responsible Investing.

Matthew Mohlman is a financial advisor at Monument Advisers with 13 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Oxford Financial Group and Simon Compliance. He serves as Executive Director of Monument Charitable, a donor advised fund, and President of Monument Ventures, a holding company. Monument Advisers provides fee-only investment management and financial planning to individuals, high-net-worth clients, charitable organizations, pooled vehicles, and corporate clients. The firm employs asset-allocation principles and modern portfolio theory, using a mix of passive and active funds with a long-term orientation, and offers values-based options including socially responsible and Biblically Responsible Investing.

Park Leacock is a financial advisor at Monument Advisers with four years of industry experience. He holds a Series 65 designation and previously worked at Teeple Wealth Management, Belle Tire, and State Farm. Outside of advising, he is the founder and president of Imperium Coffee House LLC, a café in Brownsburg, Indiana, and also leads Smith & Leacock, LLC, a holding company related to a coffee patent. Monument Advisers is a fee-only investment management and financial planning firm serving individuals, high-net-worth clients, charitable organizations, pooled vehicles, and corporate clients. The firm uses asset-allocation principles and modern portfolio theory to construct portfolios with a mix of passive and active funds, offering both discretionary and non-discretionary management along with values-based investing options.

Michael Shrift is a financial advisor with Monument Advisers in Carmel, IN, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Aspire Health Indiana, MML Investors Services, LLC, MassMutual Life Insurance Company, and Community Health Network. Monument Advisers is a fee-only firm serving individuals, high-net-worth clients, charitable organizations, pooled vehicles, and corporate clients with discretionary and non-discretionary portfolio management. The firm uses asset-allocation principles and modern portfolio theory, combining passive and active funds with a long-term holding approach while offering values-based investing options such as socially responsible and Biblically Responsible Investing.