Wealth management firms endeavor to differentiate themselves by claiming they have the best—the best firm, the best plans, the best portfolio strategy, the best client service. But we say those claims are the minimum offering you should expect…they are the table stakes.
While we take great pride in our ability to execute on those basic elements, what differentiates Monument is our Team’s value proposition – we provide ADVICE.
Our clients appreciate and value unfiltered opinions and straightforward advice that properly frames all risk, removes hassle, and empowers them to have more control over their time and options.
We’re flattered that our fellow financial peers agree, as they’ve voted our Northern Virginia-based wealth advisors, Dave, Dean and Emily into Northern Virginia Magazine’s list of 2022 Top Financial Professionals!
How Does Working with Our Team of Top Wealth Managers Benefit You?
Instead of talking about the so-called table stakes, we like to highlight aspects of our culture that enable our entire Team to share the unfiltered opinion and straightforward wealth advice we’re known for.
Real Wealth Advice from a Collective Mastermind
Many other firms and so-called “teams” inside of big Wall Street firms are nothing more than a collection of individual advisors and their operational support. Instead, we are a team of razor-sharp, innovative, collaborative, and creative thinkers with seasoned financial expertise, a renegade spirit, and zero commitment issues.
At Monument, you get a complete team—a collective mastermind—which brings together the exact experts needed to give you not just unfiltered opinion, customized advice and support, but also a wealth of insight without the egos.
Time’s Up for Stodgy Wealth Managers
While other wealth advisors tend to be starched within an inch of their lives and grumbling about compliance, we’ve taken a different approach…
We take what we do very seriously, but we don’t take ourselves too seriously.
Monument’s culture is built on a fun, affable, collaborative environment that values the unique contributions of each Team member. Our employees are encouraged and empowered to act like owners of the firm, come up with creative and innovative solutions, and develop strong, long-lasting relationships with our clients providing them the best service possible. We believe this sets the condition for our Team Members to learn, flourish and gain confidence every day.
Our clients appreciate our culture because they know that the Team’s passion, intellectual curiosity and dedication will provide them with the value and experience they are looking for in a wealth management team.
We’re In it for the Long-Term
Everyone on our Team should be surrounded by people they like and trust. This is why we recruit employees and interns who are not just the most talented, but also the best additions to our Monument culture, helping reinforce and improve what we’ve built.
We believe that good people stick with cultures they like, and we’ve developed a Path for Advancement and Partnership to inspire, develop and retain our team members. In fact, Emily and Jessica both just recently completed our Path to Partnership and were promoted to Partners in summer of 2021.
Retaining the best people and having a solid succession plan is valuable to our clients; what good is it if your advisor is retiring the same time you are? That’s when your need advice the most.
What Do Our Clients Say?
Our peers voted us onto the list of Northern Virginia Magazine’s Top Financial Professionals, but what do our clients think? Check out our Google Reviews to see what they’ve said—and if you haven’t written us a review yet, we’d love for you to share your experience.
*Northern Virginia Magazine surveyed thousands of industry experts and asked them to identify the leaders in the field. Professionals who received the most votes by their peers were named to the list.
Please see important ranking disclosure information.
