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.
We combine thorough financial planning with customized investing to help you identify and achieve your most important life goals.
Successful wealth management starts with discipline.
Gifting enables you to take advantage of the substantial tax advantages available through lifetime gifts.
Part of living confidently in the present is knowing that your wishes will be carried out in the future.