Financial Advisors
Alexandria, VA
Monument Wealth Management is a fee-only fiduciary wealth advisory firm serving high-net-worth individuals and successful professionals in DC, MD, and VA. They offer bespoke investment management, decision-centered wealth planning, and comprehensive financial strategy that coordinates investments, equity compensation, estate planning, taxes, and business succession. Monument positions itself as a "second brain" thinking partner that clarifies complex financial decisions and prioritizes options without sales pressure or hidden incentives.
Ideal for: Successful business owners and professionals with complex wealth, executives with equity compensation, high-net-worth individuals facing major financial decisions, professionals seeking fee-only fiduciary advice
Service area: Alexandria, VA; Washington DC; Maryland; Northern Virginia
Fee-Only Fiduciary Model: Monument is a fee-only, SEC-regulated fiduciary with no commissions or product sales, ensuring advice is aligned solely with client interests. Fees are transparent and billed quarterly based on assets and services.
Decision-Centered Approach: Their strategy centers on helping clients navigate life's biggest decisions—business sales, equity compensation, inheritance, career transitions—rather than generic asset allocation alone.
Integrated Wealth Strategy: They coordinate investments, tax planning, estate planning, and business exit strategies as one aligned strategy, eliminating siloed advice and managing complexity for successful professionals.
Address: 1940 Duke St Suite 6100, Alexandria, VA 22314
Phone: (703) 504-9600
Website: monumentwealthmanagement.com
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