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).
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Total Assets Under Management434MILLION
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Total Number of Accounts826ACCOUNTS
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Average Account Value$525,211
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, DC, FL, MD, NC, NJ, NY, TX, VA
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
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.
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.
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.
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.
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.
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.