Monument Wealth Management

Monument Wealth Management (CRD# 159882) is a financial advisory firm headquartered in Alexandria, VA. They manage $399,813,665 in 837 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    400
    MILLION
  • Total Number of Accounts
    837
    ACCOUNTS
  • Average Account Value
    $477,675
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
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
Dean J. Catino
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. Dean Catino has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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. Jessica Gibbs has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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. Emily Harper has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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. Heaven Goodwin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Erin M. Hay
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.

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