Founded in 1995 by Brian Monahan and Bill Roth, Monahan & Roth, LLC is an independent wealth management firm located in the greater Boston area. The firm provides comprehensive wealth management services, including investment management, financial planning, estate planning, and retirement planning. As a fee-only advisor, they operate under a fiduciary standard, aiming to provide objective advice and customized strategies to help clients achieve their long-term financial goals.

Founded in

United States