Monument Group Wealth Advisors, LLC

Monument Group Wealth Advisors, LLC (CRD# 111908) is a financial advisory firm headquartered in Concord, MA. They manage $219,610,039 in 192 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    220
    MILLION
  • Total Number of Accounts
    192
    ACCOUNTS
  • Average Account Value
    $1,143,802
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, NH, TX

Financial Advisors at Monument Group Wealth Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Lee C. McGowan
CRD#: 3070341
801 Main Street, Suite 14, Concord, MA 01742
96
Wealthminder
score

Lee McGowan (CRD# 3070341) is an Investment Advisor Representative working at Monument Group Wealth Advisors, LLC in Concord, MA and has over 18 years of experience in the finance industry. Lee McGowan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Byron E. Woodman
CRD#: 4385779
801 Main Street, Concord, MA 01742
93
Wealthminder
score

Byron Woodman (CRD# 4385779) is an Investment Advisor Representative working at Monument Group Wealth Advisors, LLC in Concord, MA and has over 16 years of experience in the finance industry.

3
Tyler P. Murphy
CRD#: 6261102
801 Main Street, Suite 14, Concord, MA 01742
89
Wealthminder
score

Tyler Murphy (CRD# 6261102) is an Investment Advisor Representative working at Monument Group Wealth Advisors, LLC in Concord, MA and has over 3 years of experience in the finance industry.

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