Monument Group Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$677,996,747
Clients
169
Advisors
3
of 7 employees
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
Expertise
Occupation focus
Fee options
Financial planning fixed fees ranging from $2,000 to $30,000, negotiable depending on complexity
$0 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
$250 to $500 per hour for financial planning or consulting services
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
801 Main Street, Suite 14
Concord MA 01742
Advisors at this office
3
Most active in
Massachusetts · New Hampshire · Texas
Also doing business as
Monument Financial Advisors, LLC · Monument Group Wealth Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
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.
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.
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