Forbes “Top Next Generation Wealth Advisors”

The Monument Wealth Management Team Featured Articles

Forbes “Top Next Generation Wealth Advisors” List Recognizes Monument Wealth Management’s Senior Financial Planner, Jessica L. Gibbs, CFPⓇ. Monument Wealth Management is excited to announce that Senior Financial Planner, Jessica L. Gibbs, CFPⓇ has been recognized in the Forbes 2017 ranking of the “Top Next Generation Wealth Advisors.” Since Monument Wealth Management’s vision is to become an employee-owned firm which …

InvestmentNews

Interns Will Take on Several Roles at Advisory Firms this Summer

Outside Resource Featured Articles

A recent InvestmentNews article by Liz Skinner gives insight into a few financial internship programs, including ours, at Monument Wealth Management.  Skinner writes: At Monument Wealth Management, which has eight people working at the $275 million AUM firm, its sole financial planning intern helps prepare for client meetings, tackling projects like examining performance reports for possible allocation adjustments and using …

Money Management

Congratulations! You’re going to college!
So what are you going to do about money?

The Monument Wealth Management Team Featured Articles

For years, your mission in life was to get into college. Now that you’ve cleared that hurdle, it’s time for some more grown-up goals, especially related to money. It’s time to prove that when you graduated from high school, you also graduated from the Bank of Mom and Dad (BOMAD). Going to college and managing your own money is going …