Our Company

Monument Wealth Management

Monument Wealth Management is an independent Asset Management and Private Wealth Planning firm in the greater Washington, D.C. area. We are a team of Certified Financial Planner™ professionals and Chartered Financial Analyst charter holders with more than 50 years of combined experience helping clients meet objectives well beyond their investment goals.

Our clients are wealthy individuals, corporate executives and business owners, who receive sophisticated financial planning, portfolio management, and personalized client services. As a fully independent and conflict-free firm, we are able to provide unbiased financial advice while making the best choices for our clients tailored to their individual situations and desires.

Additionally, our unique team structure – with each of our partners possessing an individual financial specialty – allows us to provide specialized advice for every dimension of our clients’ financial lives. Our holistic, team oriented approach results in:

• A Private Wealth Plan for managing income and expenses – independent of market fluctuations – aligned with your values, lifestyle needs and desires;
• Tailored solutions from experienced professionals that are integrated across all aspects of your financial life;
• 100% conflict-free discretionary asset management;
• A customized web site for you and your family that may be accessed by your other trusted advisors, including attorneys and CPAs.

We Believe In Being Different

Our culture is designed to cultivate the creative, deliver the unexpected and celebrate your inspiration. We know that ideas come in all shapes and sizes.

That’s why nothing we create is off-the-shelf. We look at each client’s needs from a fresh perspective, taking equal measure of challenges and opportunities. We know it would be easy to look like everyone else. We could compete by trying to be better at the same old thing, but we don’t.

It’s not in our nature.

We are simply too inspired by what we do.

Meet the Partners.
Learn about our process.