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Get access to our
Retirement Planning Kit

Request this kit that includes three separate guides addressing several retirement topics.

  • Monolith Financial Group is an independent advisory firm that specializes in building a lasting, trusting relationship with every client we serve.



    unique financial approach

    Monolith Financial Group

    Since 2006, Monolith Financial has been working with friends and neighbors throughout the greater Sacramento area to help meet their financial goals through the use of insurance and investment products.

    We are a financial services firm rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.

    Market fluctuations and economic uncertainty can present challenges for your financial strategy and it may take more than just market performance to provide you the confidence you deserve for your financial future. That’s why we are committed to earning your trust, thoroughly understanding your goals and dreams, and helping you feel confident in your financial strategies.

    With Monolith Financial, helping you meet your financial needs is our first priority. It’s our responsibility to evaluate and assess your financial situation and only make suitable recommendations, and we do so with integrity and transparency. Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family and confidence in your financial future.

    Contact us at or call us at (916) 367-6430 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.



    Jeff Mitchell

    Founder & CEO

    While working as a captive agent earlier in his career, Jeff found that he could only offer his clients the products that the insurance company provided instead of what they really needed to help reach their financial goals. In 2006, Jeff started Monolith Financial Group to offer clients a wide variety of products without the limitations of any one company.

    Privacy Policy | Terms
    Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM and Monolith Financial Group are not affiliated companies. Neither the firm nor its agents may give tax or legal advice. You should consult with a qualified professional before making a purchasing decision.

    The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.