01. About Us

At Monument Investment Advisors, we are more than just financial advisors. We are your partner in achieving your financial goals. As an independent, fee-only, Registered Investment Advisory, we serve Grand Junction and Western Colorado residents with integrity and professionalism, offering customized and objective financial advice that suits your unique needs.

02. Our Philosophy

Our firm's philosophy is deeply rooted in the principles upheld by the Charter Financial Analyst (CFA) Institute. We prioritize transparency, avoid conflicts of interest, and adhere to a fiduciary duty that places your financial well-being above all else. This means that we manage your resources for your benefit, allowing you to achieve your goals.

03. Our Process

We start by understanding your financial needs and objectives through a comprehensive assessment. Then, we build your tailor-made investment portfolio that balances diversification and discipline to optimize the return on your investment while managing risks. We closely monitor the market, Grand Junction and Western Colorado trends, and your portfolio while regularly communicating and collaborating with you.

Our Services

 

Asset Management

You and your family (partner, spouse) work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from. Asset Management service is all about helping you manage YOUR financial assets using a prudent and...
 

Investment Planning

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.
 

Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.

Meet Your Advisor

Robb Parsons

Robb Parsons CFA

Robb is the Founder of Monument Investment Advisors, bringing nearly 20 years of experience in the finance industry serving high-net-worth clients. Robb’s expertise is building and managing custom multi-asset class, risk optimized portfolios.  Robb served as Vice President and Sr. Investment Strategist for Wells Fargo Private Bank where he managed over $350MM in discretionary assets for nearly 12 years. Robb holds a bachelor’s degree in Management From Clemson University and holds the Chartered Financial Analyst designation.  

Very active in the Grand Junction Community, Robb has served on the board of the Grand Valley Trail Alliance, Colorado Plateau Mountain Bike Trail Association (COPMOBA), and Rivers Edge West.  In his free time, Robb enjoys the Western Colorado outdoor lifestyle, including biking, hiking, rafting, and skiing.  Robb is committed to delivering his clients an independent, fiduciary Wealth Management approach.

A Chartered Financial Analyst (CFA) is a prestigious credential awarded by the CFA Institute to those who pass the CFA Program, a rigorous set of exams covering a broad range of finance. CFA holders are respected as investment management and financial analysis specialists who adhere to the CFA Institute's strict ethical and professional code. The CFA designation is valued in the finance and investment sector, highlighting a dedication to ethics, professionalism, and excellence.

Over 20 years of experience serving high-net-worth clients.

Expertise in building and managing multi-asset class, risk optimized portfolios.

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