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At Monument our first measure of success isn’t about how much revenue we make, but how much we’ve helped people.  That’s why nothing means more to us than being able to tell you we’re considered one of the three best Financial Services firms in the eyes of the community we serve.

Three Best’s thorough and selective 12-category 50-Point Inspection takes into account everything from the transparency and legitimacy of the firm’s online presence to the uniqueness of each client’s individual experience.

If you’re familiar with Monument you probably know we believe in being different.  So, when Three Best characterizes us as providing “not just good advice, but financial clarity and a sense of security through intelligent, thoughtful, and creatively conceived solutions,” we feel just a little more confident when we say we’re on the right track providing you with a better way.

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A copy of Monument Wealth Management’s current written disclosure statement discussing our advisory services and fees is available for review upon request.