Founded by David B. Armstrong, Monument Square Investment Group is an independent wealth management firm registered with the U.S. Securities and Exchange Commission (SEC). The company provides comprehensive, fee-only financial planning and investment management services to individuals, families, and institutions. Their mission is to offer objective, tailored financial advice, acting as a fiduciary to prioritize their clients' best interests. Services include investment management, retirement planning, tax strategies, and estate planning, all integrated into a holistic financial plan.

Founded in

United States