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The Monument Circle Group

The Monument Circle Group is an Independent, Fee-Only Registered Investment Advisor (RIA) located in Indianapolis. We specialize in financial planning, investment management and retirement solutions for individuals, families and businesses.

MEET THE TEAM

Wealth Management

Financial Planning

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We combine thorough financial planning with customized investing to help you identify and achieve your most important life goals.

Wealth Management

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Successful wealth management starts with discipline.

Wealth Transfer and Philanthropy

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Gifting enables you to take advantage of the substantial tax advantages available through lifetime gifts.

Family Governance and Legacy

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Part of living confidently in the present is knowing that your wishes will be carried out in the future.

Get in Touch

The Monument Circle Group
1630 West Oak Street, Suite 100, Zionsville, IN 46077 | Directions
(317) 559-3360 | (844) 559-5639
info@TheMonumentCircleGroup.com


Complimentary Meeting with the Team