Emily M. Harper, CFP®

Vice President & Partner

 

“Wealth is the ability to fully experience life.”
—Henry David Thoreau

Emily’s career in the financial industry began at T. Rowe Price after she graduated from the University of Virginia.  While working in various advisory and leadership roles, Emily acquired four industry licenses, a certificate in Financial Planning from UVA, and her CERTIFIED FINANCIAL PLANNER™ designation. Wanting to provide more creative, unconstrained advice to clients, Emily joined the Monument Team in 2017 as a Private Wealth Advisor and was named Vice President and Partner in 2021. She received her MBA from the Darden School of Business, where she had the opportunity to strengthen her leadership skills and broaden her understanding of all areas of Monument’s business.

Emily loves collaborating closely with each of our clients through the Private Wealth Design process to make sense of their complex financial lives. There are many intricacies and competing wants, big ideas and small obstacles. Emily gets great satisfaction knowing that she plays a role in helping families achieve their life goals while simplifying and removing anxiety of the unknown. She particularly enjoys helping Monument’s clients with tax planning and developing strategies for managing stock-based compensation.

She also loves that she can bring her sweet but mischievous chocolate lab, Rory to the office! Rory is Monument’s “Director of Mischief” – a moniker reflecting her antics, which include “desk-surfing” and paper shredding.

When Emily’s not at the office, she and her husband enjoy working on home renovation projects in their hundred-year-old house and tending their extensive vegetable garden (including her favorite heirloom tomatoes). Rory doesn’t get to eat their garden-to-table meals, but she does keep them company while they cook and enjoy their yard in Del Ray.

 

 


 

Contact Emily to:

  • Learn what Private Wealth Design is and how it may benefit you
  • Ask questions or make updates to your Private Wealth Design
  • Ask questions about your asset allocation and strategy
  • Coordinate and collaborate with your team of financial professionals

Highlights


  • Darden MBA Graduate

    Completed intensive MBA program at University of Virginia’s Darden School of Business

  • Certified Financial Planner™

    Awarded designation of CERTIFIED FINANCIAL PLANNER™ by the Certified Financial Planner Board of Standards, Inc (CFP®)

  • Claritas Investment Certificate Holder

    Completed educational program and exam through CFA Institute

  • Features in the Press

    Featured in InvestmentNews, CEO Blog Nation and SmallBizDaily