Are We a Fit?

Over the last decade, we’ve learned a great deal about the kind of clients that gravitate toward our unique style and philosophy. We know most advisors wear button-down shirts starched within an inch of their lives, are awash in industry terms and grumbling about compliance. That really, really isn’t us.

Successful entrepreneurs, business owners and executives come to Monument for something new…something different. They express concerns like, “My advisor just wasn’t listening to me,” “She didn’t do anything to fix my problem,” or “He’s always trying to sell me something.” That really isn’t us either.


Do I have enough to work with you?

Our value is in the quality of our work, not the sheer number of clients.

To that end, we limit the complex Private Wealth Designs we create for people who stand most to gain from it—and that tends to be entrepreneurs, business owners and executives with at least $5MM in assets.

Are there exceptions? Sometimes, yes. But if we’re not a good fit, we’re happy to refer to you another advisor in the area that we like and trust.

You'll like us if:

  • You want to talk plainly and honestly about your finances and are happy to dispense with BS and jargon.
  • You don’t just want an “advisor,” but to plug into a brain trust, a team of seasoned pros who actually know how to have a conversation.
  • You understand that your own behavior determines your success more than any other factor, in every area of your life—including your finances.

We'll love you if you...

  • Tend to act on good advice, rather than just sit on it.
  • Trust in good plans and allow them to do their job.
  • Tend to look at the market the way you do a weather report—good to know, but doesn’t have the power to derail your day or undo all your decisions.

You won't like us if:

  • You only trust people in suits.
  • You want an order taker or financial custodian.
  • You want to limit our conversation to asset allocation.
  • You hate dogs. (Seriously, that’s a deal breaker.)
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