Our Company


Monument Wealth Management is a financial advisory firm that helps accomplished entrepreneurs transition to a life of long-term financial independence and wealth defined on their own terms.

Based in the Washington D.C. area, Monument Wealth Management offers clients unbiased advice, true wealth planning, advocacy and access throughout the wealth creation lifecycle.

In 2008, Monument’s founders, all equal advisors, broke away from one of the nation’s largest brokerages to serve their clients in an unbiased environment.

Read the Founders’ Pledge to Our Clients >