Monument Group Wealth Advisors, LLC is a SEC Registered Investment Advisor. Monument is the natural outgrowth of our affiliated law firm, Woodman & Eaton, PC, whose roots date back more than three decades to 1980. Monument’s wealth management services include Investment Management, Financial Planning and, our unique offering, The Master Plan Program™. The purpose of the Master Plan Program™ is to help client families integrate, organize and coordinate their financial, legal, estate and life planning advice. During hands-on, interactive sessions, we help these families define and/or clarify their goals, and develop a master plan to achieve them.
View Top Employees from Monument Group Wealth Advisors, LLC| Website | http://www.monumentgroupwealth.com |
| Revenue | $8 million |
| Employees | 5 (5 on RocketReach) |
| Founded | 2001 |
| Address | 801 Main St Ste 14, Concord, Massachusetts 01742, US |
| Phone | (978) 369-7705 |
| Fax | (978) 287-4208 |
| Technologies |
JavaScript,
HTML,
Google Analytics
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| Industry | Investment Management, Finance General, Finance |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies |
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Monument Group Wealth Advisors, LLC Questions
The Monument Group Wealth Advisors, LLC annual revenue was $8 million in 2024.
Adam Baur is the Partner of Monument Group Wealth Advisors, LLC.
5 people are employed at Monument Group Wealth Advisors, LLC.
Monument Group Wealth Advisors, LLC is based in Concord, Massachusetts.
The NAICS codes for Monument Group Wealth Advisors, LLC are [52393, 5239, 52, 523].
The SIC codes for Monument Group Wealth Advisors, LLC are [62, 628].
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