Monument Wealth Management - Alexandria, Virginia

Nicholas G.

For two decades, MWM has advised me. They have consistently provided exceptional financial advice, and my results have been outstanding. But that's just one aspect of how I benefit from our relationship.

MWM stands out for its proactive, responsive, creative, and thoughtful approach to providing financial advice. Their financial planning process, which was both rigorous and actionable, has laid a solid foundation for my family's future. The personalized strategy they created is a testament to their dedication to my family's goals and their expertise.

MWM's presence in my life has created a comforting peace of mind.

Meera P.

We have been clients of Monument Wealth Management since 2013 and clearly have been very pleased with them to have stayed with them so long. Key reasons are how approachable everyone is from partners to associates. No question no matter how large or small goes unaddressed in a diligent manner. Meetings whether virtual or in-person are meticulously organized and presented in easy-to-process ways. They are constantly evolving in their strategies and methods. And they keep their clients engaged through podcasts and blogs on a variety of financial topics. We consider Monument to be our first-stop advisor for any major decision in our midst and trust that we will get nothing but the best advice that is in our best interests.

Jay M.

My wife and I are relatively new clients who managed our own portfolio for more than twenty years. After 2020 we selected Monument for both financial planning and portfolio management services, and are extremely pleased with their organized team approach. Detail-oriented in getting to know us and our goals, thoroughly prepared, straightforward and concise in every meeting, responsive to questions in a manner that makes us feel like we're their only clients. We also love the blog and commentary that cut through all the market fog and hype. Highly recommend.

Del C.

Having worked with a few solid advisors from the LARGE well-known shops in the past, I was content with my servicing and performance. However, I always felt slightly abandoned until it came time for the 'quarterly' review call and those calls felt very sterile most of the time.

At Monument, the team (you actually build relationships and interact with their team of experts) is 'on call' and so responsive. In addition, their wealth planning is so much more comprehensive than anything I had been offered by past teams.

Everyone has a different need, but if you are looking for a high-touch, customized approach to your wealth planning - Monument should be considered in your search.

Mark R.

I have worked with a number of wealth management firms and have consistently found Monument Wealth Management to be the best by far. They surround clients with a professionalism that includes great portfolio performance, clear explanation of the planning process, and assistance with associated matters related to financial planning and wealth management. If you crave the personal attention of a boutique firm that values client service and personal connection, this is The place for you. The team is smart, stable, and responsive.

Larry G.

The entire Monument Wealth Management team is exceptional and their service level is far superior and more personal than anything you'll get at the "large" or even boutique firms. It was their reputation, expert knowledge and holistic financial planning methodology that led me to them. I'm a high net-worth client and had worked with two high-end advisory firms prior, however, their range of planning services were very limited and other than the quarterly call, we had a tough time getting personal assistance or custom advice. At MWM, we found the team incredibly knowledgeable, their customized investment philosophy was superior to the "boiler-plate" approach used by others, and my wife absolutely loved their financial planning process which made her feel understood and truly cared for. The level of custom analysis was unlike anything I've ever seen, and we knew that they would help us with a full 360 degree view of our financial planning needs. On the investment side, they manage it all in-house which helps to reduce unnecessary fees, maximize our returns and more importantly, create custom portfolios that don't restrict you to a template that may or may not be flexible to changing market conditions or your personal needs. They're an amazing team and I'd recommend them to all of my friends and family.

Shayla H.

Highly recommend their services. One of the co-founders is deeply committed to supporting the local community as well as our military and veterans. Their social media graphics and videos on finance and wealth management are timely, informative, and honest. I've gained valuable insights and frequently share the information they post with others.

Janice J.

My husband and I have used Monument for several years now and cann attest to the consistently professional, wise advice provided by the Monument team. We are both retired and both cautious investors. Monument carefully listens to your goals and comfort level regarding investments and acts accordingly. We are in a strong position financially thank in large part to Monument. We highly recommend the Monument team and services provided.