Our vision is to be the firm of choice for those looking for something different in a wealth management firm: an enduring, innovative company with an entrepreneurial spirit that acts and functions more like a creative team than a financial services firm. To that end, we look to build a reputation of carefully-crafted wealth advice delivered by the most collaborative and forward-thinking team in the Washington, D.C. area—and beyond.  ​

Most wealth advisors try to differentiate themselves by claiming they have the best–the best firm, the best plans, the best portfolio strategy, the best client service -- we say that’s all a bunch of bunk. ​

These are all basic elements of being an advisor. ​

While we take great pride in our ability to execute on those basic elements, we know that’s not what really differentiates us. What differentiates us in a sea of sameness is our razor-sharp, innovative, collaborative, and creative team who delivers comprehensive wealth-building expertise in a straightforward manner - without the egos. ​

When you work with Monument, you are working with our whole team – not just a single advisor. ​

We provide opportunities for business professionals and high-net-worth investors to use what they have, to get where they most want to go—and tap not just their potential for wealth, but their potential for living. ​

For our clients, we do it in the form of thoughtful, considered, bespoke Private Wealth Design. ​

For our team, we do it by providing opportunities for education, growth, and collaboration, so that they can become not just skilled advisors, but keener thinkers, creative problem solvers, and better humans. ​

Monument Wealth Management is an independent Registered Investment Advisor. Please see our Important Disclosure Information and Privacy Notice on our website at www.monumentwealthmanagement.com/disclosures.

Investment Management

Monument Wealth Management

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