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Private Wealth Planning | Entrepreneurs | Monument Wealth Management

We Believe in Being Different

Watch our videos to find out what makes us different from other financial firms.

Private Wealth Planning | Entrepreneurs | Monument Wealth Management

Entrepreneurs Advising Entrepreneurs

Visit our Resource Center to read articles created for business owners just like you.

Private Wealth Planning | Entrepreneurs | Monument Wealth Management

Personalized Wealth Planning

Learn about our Private Wealth PlanningSM process that helps entrepreneurs prioritize what matters most.

Private Wealth Planning | Entrepreneurs | Monument Wealth Management

“Off the Wall” Blog & Market Commentary

Visit and subscribe to our “Off the Wall” blog for clear, honest, and candid communication about financial topics and more!

Company Overview

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

To be different, we need to always challenge the status quo. We do this through a process that delivers Private Wealth PlanningSM and an asset management strategy that is Well Designed, Simple to Understand and User Friendly – giving people the choices, the inspiration and the plan they need to live life on their terms.
Because Monument operates as an independent firm, the team provides only unbiased financial advice, and recommendations that are best for each client’s individual situation.
Monument’s clients have seamless access to all four members of the founding team, allowing them maximum exposure to a wide range of specialties and expertise.
Monument’s proven expertise and hands-on approach to managing wealth eliminate the middleman and allow clients firsthand access to those who are actually managing the investments.

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.

Private Wealth Planning for Entrepreneurs | Monument Wealth Management Conference Room
Private Wealth Planning for Entrepreneurs | Monument Wealth Management Office
Private Wealth Planning for Entrepreneurs | Monument Wealth Management Financial Planning Room
Private Wealth Planning for Entrepreneurs | Monument Wealth Management Office