A complete list of active advisors currently associated with Monument Advisers
Warmer can help you find a great advisor at Monument Advisers or one who fits your needs even better.
Monument Advisers is a fee-only investment adviser that serves individuals (including high-net-worth clients), charitable organizations, pooled investment vehicles, and businesses with ongoing portfolio management, financial planning, and coordination with third-party professionals. The firm also assists clients in selecting and overseeing outside managers and provides advisory services for assets held in an affiliated donor-advised fund. The firm’s investment approach combines modern portfolio theory, fundamental and macroeconomic analysis, and a mix of passive and active strategies to establish asset allocation targets and long-term holdings tailored to client goals and risk tolerances. Monument will accommodate reasonable client-imposed restrictions, offers socially conscious and Biblically Responsible Investing options, and relies on third-party research and outside managers when appropriate. Notable distinctions include its recent formation in 2024 and a small, four-advisor team managing roughly $9.5 million across about 27 clients, indicating a boutique, low client-to-advisor scale of operations. The firm’s affiliation with an in-house donor-advised fund (where firm personnel have leadership roles and receive compensation) and participation in a platform subscription program (Altruist One) that may pass monthly fees to enrolled clients are material operational features prospective clients should consider, as is the firm’s policy of not voting client proxies.
To learn more about the advisors currently working at Monument Advisers, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Monument Advisers's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Carmel, IN
| 0
| |
Carmel, IN
| 5
| |
Carmel, IN
| 13
| |
Richmond, VA
| 1
| |
Carmel, IN
| 3
|
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