Monument Wealth Management

Monument Wealth Management (CRD# 159882) is a financial advisory firm headquartered in Alexandria, VA. They manage $433,823,870 in 826 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details

1940 Duke Street, Suite 6100, Alexandria, VA 22314

https://www.linkedin.com/in/cecelia-gilliam-86339a252/

By the Numbers

Total Assets Under Management

434

MILLION
Total Number of Accounts

826

ACCOUNTS
Average Account Value

$525,211

Compensation Options

A percentage of assets under your management
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Selection of other advisers (including private fund managers)

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CA, DC, FL, MD, NC, NJ, NY, TX, VA

Financial Advisors at Monument Wealth Management

Showing 1 - 7 of 7 top financial advisors.

1

David B. Armstrong

CRD#: 4032241

1940 Duke Street, Suite 6100, Alexandria, VA 22314

David B. Armstrong is President and Co-founder of Monument Wealth Management, a registered investment advisor (RIA) located in Old Town Alexandria. Founded in 2008, Monument is an independent financial advisory firm that helps accomplished entrepreneurs, executives, and other high-net-worth individuals transition to, and maintain, a life of long-term financial independence.

Recognized as by the Washington Business Journal as a Best Place to Work in DC every year since 2013, we share a unique culture and team-based perspective to creating solutions for our clients. Please see our videos and our award-winning blog at www.monumentwealthmanagement.com to learn more

2

CRD#: 4452905

1940 Duke Street, Suite 6100, Alexandria, VA 22314

Dean Catino (CRD# 4452905) is an Investment Advisor Representative working at Monument Wealth Management in Alexandria, VA and has over 22 years of experience in the finance industry.

3

Jessica L. Gibbs

CRD#: 6476109

1940 Duke Street, Suite 6100, Alexandria, VA 22314

Jessica Gibbs (CRD# 6476109) is an Investment Advisor Representative working at Monument Wealth Management in Alexandria, VA and has 1 year of experience in the finance industry.

4

Emily M. Harper

CRD#: 5981439

1940 Duke Street, Suite 6100, Alexandria, VA 22314

Emily Harper (CRD# 5981439) is an Investment Advisor Representative working at Monument Wealth Management in Alexandria, VA and has over 11 years of experience in the finance industry.

5

Heaven L. Goodwin

CRD#: 7283134

1940 Duke Street, Suite 6100, Alexandria, VA 22314

Heaven Goodwin (CRD# 7283134) is an Investment Advisor Representative working at Monument Wealth Management in Alexandria, VA and has over 3 years of experience in the finance industry.

6

CRD#: 5944873

1940 Duke Street, Suite 6100, Alexandria, VA 22314

Erin Hay (CRD# 5944873) is an Investment Advisor Representative working at Monument Wealth Management in Alexandria, VA and has over 12 years of experience in the finance industry.

7

Cathleen D. Phelps

CRD#: 6453739

1940 Duke Street, Suite 6100, Alexandria, VA 22314

Cathleen Phelps (CRD# 6453739) is an Investment Advisor Representative working at Monument Wealth Management in Alexandria, VA and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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