Lee McGowan
CFA®, CFP®
Monument Group Wealth Advisors, LLC
President, Senior Wealth Advisor
Lee McGowan
CFA®, CFP®
Monument Group Wealth Advisors, LLC
President, Senior Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Lee McGowan, CFA®, CFP®
Our Fee-Only team of CFP® practitioners, estate planning attorneys and tax preparers is based in Concord, MA and serves clients locally and across the country through our “Master Planning” service.
Lee McGowan is a Concord, MA fee-only financial planner. Monument Group Wealth Advisors, LLC provides retirement and financial planning, investment management and trust planning through our Master Plan Program to help executives, retirees and near-retirees, individuals and families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Lee McGowan is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
As President, CCO and Senior Wealth Advisor of Monument Group Wealth Advisors and Co-Founder of Monument Group Tax Advisors, Lee McGowan provides financial planning and wealth management services to high net worth families.
With over 20 years of experience as a financial advisor, Lee helps a broad spectrum of individuals and families balance their long-term goals with their day-to-day financial decisions.
He has experience helping those nearing retirement align their resources with their lifestyle objectives and helping others explore the implications of decisions such as selling a business, purchasing a vacation property or beginning a new career. Lee also has experience helping senior executives develop and implement strategies for managing concentrated stock positions. The result of the planning exercise for clients is a general level of comfort knowing that their finances are in order and that they have an ongoing, supportive sounding board to discuss and analyze current and future financial decisions.
Lee was selected as a Five Star Wealth Manager* in 2012, 2013, 2015, 2016 and 2017 as seen in Boston Magazine. He has written articles and provided commentary for a number of publications including The Wall Street Journal, CNBC, The Boston Globe, The New York Times, Barron's, Investor's Business Daily, Journal of Financial Planning, Concord Journal, and Mystockoptions.com. He is a member of The National Association of Personal Financial Advisors (NAPFA), the CFA Institute, the Boston Estate Planning Council and the Financial Planning Association. Lee is a former member of the Journal of Financial Planning's Advisory Board and served as the Guide to Mutual Funds at About.com. He volunteers at local non-profits including the Goodnow Library Foundation and as a corporator at Emerson Hospital.
Lee received his B.A. from Hanover College in 1993 and is a graduate of the Financial Services Institute at Northeastern University and the College for Financial Planning. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, a CFA® charterholder and a NAPFA-Registered Financial Advisor. Lee also completed the Certified College Planning Specialist coursework and examination. Prior to joining Monument Group Wealth Advisors, Lee was a Vice President and Senior Client Advisor at TFC Financial Management in Boston.
Lee and his wife, Rose, live in Sudbury and enjoy watching their two daughters participate in the performing arts and other activities.
Lee McGowan is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Monument Group Wealth Advisors, LLC is a Concord, Massachusetts-based, SEC Registered Investment Advisor. Monument is the natural outgrowth of our affiliated law firm, Woodman & Eaton, PC, whose roots date back more than four decades to 1980.
Our Heritage
Monument Group Wealth Advisors, LLC was founded in 2001 by Byron E. Woodman, Jr. after recognizing the need for an independent advisory firm that had the capability to offer integrated advice. During his several decade career as an estate planning attorney, family advisor, trustee and executor, Byron had many clients who had a mix of advisors including financial planners, accountants, attorneys, insurance agents, stock brokers, and others. Even though these professionals were well versed in their fields, clients would have benefited from coordinated advice. Consequently, it is this service that we have learned to provide and continue to develop.
Independence
At Monument Group Wealth Advisors, LLC, we provide fee-only investment management and financial planning services assuring that clients receive advice based on their needs and objectives. In our fee-only model, our clients compensate us based on a percentage of assets that we manage and/or a financial planning fee that is dependent on the level of complexity of the engagement. We do not accept product-based commissions or referral-based fees from other professionals.
Teamwork
Teamwork is a hallmark of a strong, successful wealth management experience. At Monument Group Wealth Advisors, we, together with our clients and their professional advisors, build a plan that is customized to each client’s unique situation.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Lee McGowan is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Lee McGowan is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Lee McGowan is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Lee McGowan is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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Lee McGowan is a Member of the CFA Institute
The CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With more than 170,000 members and 150 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.
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Lee McGowan is a Member of The Boston Estate Planning Council
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Lee McGowan is a Corporator at Emerson Hospital
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Lee McGowan is Quoted in the New York Times: "Tips on Spending the Money in College Savings Accounts"
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Lee McGowan is Quoted on Barrons: "Get a Job in Retirement. It’ll Help Your Wealth—and Your Health."
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Lee McGowan is Quoted on CNBC: "All-index portfolios diversify and keep costs, stress down"
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Lee McGowan is Quoted in the Wall Street Journal: "Print Is Dead? Not in Mutual-Fund Reports"
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Lee McGowan is a Past Author for The Balance
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Lee McGowan Writes for the Journal of Financial Planning: "Tax-Loss Harvesting: The Rebalancing Act"
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Lee McGowan is Quoted in Investor's Business Daily: "HSA Bank Aims To Educate Consumers, Employers, Planners About HSA Benefits"
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Lee McGowan is Quoted on Mass Mutual's Blog: "Is group life insurance enough?"
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Lee McGowan is Quoted on Emerson Hospital News: "Holistic Planning Meets Planned Giving"
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Lee McGowan is Featured in Patch.com: "Lee McGowan Joins Library Foundation Board"
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Lee McGowan is Quoted in The Boston Globe: "Boomers haunter by college debt"
Contact Lee McGowan
Office Locations:
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801 Main Street
Suite 14
Concord, MA 01742
