Watch our videos to find out what makes us different from other financial firms.
Visit our Resource Center to read articles created for business owners just like you.
Learn about our Private Wealth PlanningSM process that helps clients prioritize what matters most.
Monument Wealth Management is a financial advisory firm that helps accomplished entrepreneurs transition to, and maintain, a life of long-term financial independence. Based in Alexandria, Virginia, Monument serves the greater Washington D.C. area and beyond, and specializes in issues facing business owners before, during and after a liquidity event. Monument supports clients throughout the entire wealth creation and preservation cycle, and serves as a partner, advocate and advisor during all aspects and phases of their journey.
We Believe in Being Different
Come Visit the Monument Office!
Unlike the big brokerages, the Monument Team eschews territorialism and prioritizes collaboration, teamwork, and nimbleness.
As you can see, their office is designed to encourage this type of communication and transparency.