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Monument Named On “Best Financial Advisors in Arlington” List

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.

Read more about Expertise on their website>

Best Financial Advisors in Arlington

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

IMPORTANT DISCLOSURE INFORMATION

Please remember that past performance may not be indicative 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.

Please remember that if you are a Monument client, it remains your responsibility to advise 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. 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. 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 Monument’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request or at https://monumentwealthmanagement.com/disclosures/. Please Note: IF you are a Monument client, please advise us if you have not been receiving account statements (at least quarterly) from the account custodian.

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 web site 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.

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