Monument Group Wealth Advisors, LLC

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Client assets under management

$677,996,747

Clients

169

88% high-net worth

Advisors

of 7 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

Typical

Average account size

$4,011,815

About

Monument Group Wealth Advisors, LLC is an SEC-registered investment adviser managing approximately $678.9 million for individuals, high-net-worth families, trusts, estates and businesses; the firm typically requires a minimum portfolio of $2 million and also offers tailored family office services for clients with substantially larger net worth. Its services include discretionary portfolio management, financial planning, and coordination of wealth-management matters, with the ability to refer clients to outside specialists or engage sub‑advisors as needed.

The firm’s investment approach emphasizes long-term, fundamental analysis and strategic asset allocation, generally implemented through globally diversified mutual funds and ETFs and, when appropriate, select individual securities or sub-advisors. Monument constructs target allocations with ongoing monitoring and periodic rebalancing and uses platforms such as Pontera to manage held-away accounts (for example, workplace retirement accounts) without collecting client login credentials.

What sets Monument apart from many peers is its operational integration with adjacent professional services: principal advisors maintain affiliations with a law firm (Woodman & Eaton, P.C.) and a tax preparation entity (Monument Group Tax Advisors), and some advisory personnel also serve as trustees for client trusts, arrangements the firm discloses and manages through client notification and fee adjustments. The combination of family-office offerings, trustee roles, and direct referral relationships with affiliated legal and tax practices is uncommon among similarly sized team firms.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management

Occupation focus

Founder/Business Owner

Fee options

Fixed

Financial planning fixed fees ranging from $2,000 to $30,000, negotiable depending on complexity

Percentage

$0 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually

Project-based

$250 to $500 per hour for financial planning or consulting services

Other

Account minimum: $2,000,000 Fee-only: Investment management fees as per tiered schedule; financial planning fixed fees $2,000 to $30,000; hourly fees $250 to $500 per hour; Family Office Services fees $100,000 to $200,000 per annum, asset-based or retainer

Main office location

Monument Group Wealth Advisors, LLC

801 Main Street, Suite 14

Concord MA 01742, United States

Number of offices

Most active in

Massachusetts · New Hampshire · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 978-369-7705

Advisors at this firm

Gregory R

Series 65

Concord, MA

Monument Group Wealth Advisors, LLC

Gregory Racki is a financial advisor at Monument Group Wealth Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Monument Group since 2021. In addition to his advisory role, he owns and operates an estate planning firm, RackiLaw, providing estate planning advice, trustee services, and probate services. Monument Group Wealth Advisors offers investment management, financial planning, and family office services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes fundamental analysis and long-term strategic asset allocation, utilizing a diversified range of mutual funds, ETFs, and selected securities, with ongoing account monitoring and formal quarterly reviews.

Wealth management Founder/Business Owner

Lee M

CFP®, Series 63, Series 65

Concord, MA

Monument Group Wealth Advisors, LLC

Lee Mcgowan is a CFP® with 21 years of industry experience and has been with Monument Group Wealth Advisors, LLC since 2013. He holds Series 63 and Series 65 licenses and works from Concord, MA as part of a three-advisor team. Monument Group Wealth Advisors provides investment management, financial planning, and family office services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes fundamental analysis and long-term strategic asset allocation, utilizing diversified mutual funds, ETFs, and selected individual securities, with ongoing account monitoring and formal quarterly reviews.

Wealth management Founder/Business Owner

Byron W

Series 65

Concord, MA

Monument Group Wealth Advisors, LLC

Byron Woodman Jr. is a financial advisor with Monument Group Wealth Advisors, LLC in Concord, MA, holding a Series 65 credential and 20 years of industry experience. He has served as an officer and director at Woodman & Eaton, P.C. since 1980 and has been a director of Cambridge Trust Company since 1994. Monument Group Wealth Advisors provides investment management, financial planning, and family office services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes fundamental analysis and long-term strategic asset allocation, utilizing diversified mutual funds, ETFs, and selected securities, and offers customized wealth management solutions including project-based financial planning and sub-advisory arrangements.

Wealth management Founder/Business Owner

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