Monument Group Wealth Advisors
Walden Pond at first light in fall, Concord, Massachusetts

A Blueprint for Your Next Chapter

Find financial clarity with fee-only, fiduciary wealth management, tax preparation & estate planning, all under one roof.

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Our Holistic Master Planning Approach

Clarity comes from an integrated wealth management approach. With Monument Group Wealth Advisors, you’ll move from uncertainty to clarity through a 360-degree plan built on proven fundamentals and tailored to your values and objectives. The plan is iterative and actionable, adapting as life unfolds.

Our Services

Find Financial Comfort, Clarity and Confidence

When you know that your plan is sound, you’re able to focus on what truly matters: enjoying moments with family, pursuing passions, and living a life that’s all yours.

Questions our clients ask

The conversations we have most often.

Each one is a real planning situation, worked through end to end. The individuals are hypothetical; the questions are not.

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Resources for your journey

The Master Plan 2.0 Blog

Enhance your financial well-being with relevant, timely insights. Written here, not syndicated.
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As Seen In

  • The Wall Street Journal
  • The New York Times
  • The Boston Globe
  • CNBC
  • Barron’s
  • Investor’s Business Daily

Welcome To The Monument Group Companies

We recognize that various financial decisions influence one another – taxes, investments, estate plans, and spending strategies. By bringing everything together under one roof, you have a truly unified strategy for building wealth and maintaining peace of mind.

  • Monument Group Wealth Advisors
  • Woodman & Eaton, P.C.
  • Monument Group Tax Advisors

Recognition

Monument Group Wealth Advisors, an independent firm, was included in Worth’s Top RIA Firms 2026. Worth’s selection criteria include assets under management above $500 million, a predominantly high-net-worth client base, and independence from broker-dealers. The 2026 list draws on data that firms submit to the SEC in Form ADV filings.

View Worth’s Top RIA Firms 2026Read Worth’s methodology

Rating provided by Worth for 2026. No compensation was paid to Worth in connection with this recognition. Inclusion reflects Worth’s methodology only. It is not an indication of client experience or future results, and it is not personalized advice or a forecast.

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

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