Monument Wealth Management has been featured on Expertise’s list of “Best Financial Advisors in Arlington” for 2019! Expertise’s goal is to connect people with the best local experts. Their team knows and states on their website that “Finding the right highly-skilled professional takes significant time and effort, including in-depth research, detailed comparisons, and deciphering which online reviews are reliable and authentic.”
Monument Wealth Management is thrilled to have been selected as one of the top 16 out of 66 Financial Advisors serving Arlington! What an honor!
Expertise scored financial advisors on more than 25 variables across five categories, analyzed the results, and handpicked the best financial advisors. They conduct a manual review to verify that each company on their list is truly one of the best. The selections were based on the following:
- Reputation for delighting customers and giving outstanding service
- Credibility and building customer confidence with licensing, accreditations, and awards
- Experience with mastering their craft, based on years of practical experience and education
- Available with consistent, approachable, and responsive behavior
- Professionalism by providing service with honesty, reliability, and respect
Here at Monument, we take pride in providing exceptional service and opportunities for people to tap not just their potential for wealth, but their potential for living. We approach our work with thought and consideration; We are not just skilled advisors, but keen thinkers and creative problem solvers. We don’t just offer clients good advice, but a wealth of insight. While many of our clients are based in Northern Virginia, we also serve throughout the Washington Metropolitan Area and beyond.
As stated on Expertise’s website:
Monument Wealth Management is a boutique-style private wealth management firm located in Alexandria. Its team of advisers serves a select number of clients to ensure individual attention. Most of its clients are corporate executives, business owners, and entrepreneurs with $5 million or more in assets. Its advisers prioritize two-way conversations and talk plainly with clients regarding their financial concerns. Clients can receive educational resources, recommendations for complicated financial decisions, and long-term management plans.