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“Off The Wall” Blog
Unique, straight-forward, unfiltered opinion on topics of concern for individuals with newfound wealth.
Voted Top Wealth Managers in Northern Virginia
Wealth management firms endeavor to differentiate themselves by claiming they have the best—the best firm, the best plans, the best portfolio strategy, the best client service. But we say those claims are the minimum offering you should expect…they are the table stakes.
While we take great pride in our ability to execute on those basic elements, what differentiates Monument is our Team’s value proposition – we provide ADVICE.
Our clients appreciate and value unfiltered opinions and straightforward advice that properly frames all risk, removes hassle, and empowers them to have more control over their time and options.
We’re flattered that our fellow financial peers agree, as they’ve voted our Northern Virginia-based wealth advisors, Dave, Dean and Emily into Northern Virginia Magazine’s list of 2022 Top Financial Professionals!
How Does Working with Our Team of Top Wealth Managers Benefit You?
Instead of talking about the so-called table stakes, we like to highlight aspects of our culture that enable our entire Team to share the unfiltered opinion and straightforward wealth advice we’re known for.
Real Wealth Advice from a Collective Mastermind
Many other firms and so-called “teams” inside of big Wall Street firms are nothing more than a collection of individual advisors and their operational support. Instead, we are a team of razor-sharp, innovative, collaborative, and creative thinkers with seasoned financial expertise, a renegade spirit, and zero commitment issues.
At Monument, you get a complete team—a collective mastermind—which brings together the exact experts needed to give you not just unfiltered opinion, customized advice and support, but also a wealth of insight without the egos.
Time’s Up for Stodgy Wealth Managers
While other wealth advisors tend to be starched within an inch of their lives and grumbling about compliance, we’ve taken a different approach…
We take what we do very seriously, but we don’t take ourselves too seriously.
Monument’s culture is built on a fun, affable, collaborative environment that values the unique contributions of each Team member. Our employees are encouraged and empowered to act like owners of the firm, come up with creative and innovative solutions, and develop strong, long-lasting relationships with our clients providing them the best service possible. We believe this sets the condition for our Team Members to learn, flourish and gain confidence every day.
Our clients appreciate our culture because they know that the Team’s passion, intellectual curiosity and dedication will provide them with the value and experience they are looking for in a wealth management team.
We’re In it for the Long-Term
Everyone on our Team should be surrounded by people they like and trust. This is why we recruit employees and interns who are not just the most talented, but also the best additions to our Monument culture, helping reinforce and improve what we’ve built.
We believe that good people stick with cultures they like, and we’ve developed a Path for Advancement and Partnership to inspire, develop and retain our team members. In fact, Emily and Jessica both just recently completed our Path to Partnership and were promoted to Partners in summer of 2021.
Retaining the best people and having a solid succession plan is valuable to our clients; what good is it if your advisor is retiring the same time you are? That’s when your need advice the most.
What Do Our Clients Say?
Our peers voted us onto the list of Northern Virginia Magazine’s Top Financial Professionals, but what do our clients think? Check out our Google Reviews to see what they’ve said—and if you haven’t written us a review yet, we’d love for you to share your experience.
*Northern Virginia Magazine surveyed thousands of industry experts and asked them to identify the leaders in the field. Professionals who received the most votes by their peers were named to the list.
Please see important ranking disclosure information.
IMPORTANT DISCLOSURE INFORMATION
Please remember that past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Monument Capital Management, LLC [“Monument”]), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Monument. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. No amount of prior experience or success should be construed that a certain level of results or satisfaction will be achieved if Monument is engaged, or continues to be engaged, to provide investment advisory services. Monument is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice.
A copy of the Monument’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request or at www.monumentwealthmanagement.com/disclosures. Please Note: Monument does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Monument’s website or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Historical performance results for investment indices, benchmarks, and/or categories have been provided for general informational/comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. It should not be assumed that your Monument account holdings correspond directly to any comparative indices or categories. Please Also Note: (1) performance results do not reflect the impact of taxes; (2) comparative benchmarks/indices may be more or less volatile than your Monument accounts; and, (3) a description of each comparative benchmark/index is available upon request.
Please Remember: If you are a Monument client, please contact Monument, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently. Please Also Remember to advise us if you have not been receiving account statements (at least quarterly) from the account custodian.