Catholic Owned
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Monument Advisers

Financial & Insurance • Carmel, IN, 46032

LOCATION

Carmel, IN, 46032

ABOUT THE BUSINESS

Monument Advisers is dedicated to guiding clients toward investments that are not only financially rewarding but also uphold and promote the values of freedom, faith, and community. Our mission is to invest in strategies that advance a free, courageous, and prosperous society, supporting companies that create shareholder value while meeting genuine human needs.

MEET THE OWNER

What inspired you to start this business?

The investor who is motivated by more than just returns, but by faith, family, and the common good also deserves the best financial guidance and is not receiving it. To the best of our ability, Monument invests in strategies dedicated to advancing the cause of a free, courageous, and prosperous society, those companies creating shareholder value by providing goods and services that meet genuine human needs.

How does your faith shape your work?

The mission of Monument Advisers is to empower you as an investor to help change our future, building our communities, country, and church. You can invest in many ways, but not always in support of a greater purpose. Your money is more than a medium of exchange. It is also an extension of your beliefs and your ability to impact the world around you. The problems that we lament, both with the finance industry and with society as a whole, come down to the ways people spend, invest, save, and exchange their money. You have the opportunity to amplify your boldness and compassion to build a legacy you can be proud of. Our alliance of professionals and businesses works together toward strengthening their legacy and restoring our troubled society.

What's a favorite patron saint or scripture?

Saint Thomas More “I die the King’s faithful servant, but God’s first.”

What's one thing you'd like customers to know?

Monument Advisers is an investment adviser that guides clients to investment solutions grounded in timeless values. In an age of confusion, we provide security and clarity. In an age of conformity, we choose freedom and originality. In an age of repression, we assert principles and protect conscience. Monument Advisers guides you through all of your wealth management needs, while serving a higher purpose. In support of the broader mission to build a free, courageous, and prosperous society, Monument contributes a portion of profits to organizations dedicated to defending and advancing our religious, civic, and economic freedom, in collaboration with the preferences of the client.

DEVOTIONAL

A devotion close to our heart

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