Transparency & Compliance

Access our CRS, ADV, and full disclosure documents with clarity and ease.

Client Relationship Summary The Monument Circle Group is an independent, fee-only Registered Investment Advisor (RIA) registered with the U.S. Securities and Exchange Commission.

We provide personalized financial planning and investment advisory services designed to help clients build, manage, and preserve their wealth. As fiduciaries, we are committed to acting in your best interest—offering transparent guidance, objective recommendations, and long-term strategies that align with your financial goals.