MONUMENT RETIREMENT & WEALTH ADVISORY, LLC

Overview

Monument Retirement & Wealth Advisory, LLC is a small, independent registered investment adviser that serves individual and family clients with a mix of financial planning, portfolio management and insurance brokerage. The firm structures relationships around fee-based advisory work — blending percentage-of-AUM and fixed-fee arrangements — and focuses on customized, fund-centered portfolios rather than scale-driven institutional mandates. Monument does not position itself as an ESG investor and operates without a multi-state advisory footprint. Investment activity centers on public mutual funds as the primary building blocks for client portfolios, supplemented by targeted allocations to third‑party alternative managers. Given the firm’s size and the custody relationships it maintains, the emphasis appears to be on packaged fund solutions and outsourced alternative exposure rather than running large separately managed equity sleeves or acting as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices