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 has previously worked at Oxford Financial Group, Ltd., Astor Investment Management LLC, and B. Riley Wealth Advisors, Inc. Mohlman also serves as the Executive Director of Monument Charitable, a donor advised fund, and as President of Monument Ventures, a holding company. Monument Advisers is a fee-only investment advisory firm serving individuals, charitable organizations, pooled investment vehicles, and businesses. The firm utilizes a combination of modern portfolio theory, fundamental and macroeconomic analysis, and both passive and active strategies to tailor investment approaches to client goals and risk tolerances.

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.

Jeffrey Hutson is a financial advisor at Monument Advisers in Carmel, IN, holding a Series 65 designation. He has 20 years of combined experience, including 15 years with the Indiana Public Retirement System and 5 years with Relational Gravity. Monument Advisers is a fee-only investment adviser serving individuals, charitable organizations, pooled investment vehicles, and businesses with portfolio management and financial planning services. The firm employs a mix of passive and active strategies informed by modern portfolio theory and macroeconomic analysis, and offers socially conscious and Biblically Responsible Investing options.