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January 2024 by Shayla Hayward-Lundy
Highly recommend their services. One of the co-founders is deeply committed to supporting the local community as well as our military and veterans. Their social media graphics and videos on finance and wealth management are timely, informative, and honest. I've gained valuable insights and frequently share the information they post with others.
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March 2023 by Bridget Schultz
The team at Monument has exceeded my expectations. They are thorough and professional, and have made it clear they will be partners for our long term financial success. Highly recommend!
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June 2022 by Larry Gill
The entire Monument Wealth Management team is exceptional and their service level is far superior and more personal than anything you'll get at the "large" or even boutique firms. It was their reputation, expert knowledge and holistic financial planning methodology that led me to them. I'm a high net-worth client and had worked with two high-end advisory firms prior, however, their range of planning services were very limited and other than the quarterly call, we had a tough time getting personal assistance or custom advice. At MWM, we found the team incredibly knowledgeable, their customized investment philosophy was superior to the "boiler-plate" approach used by others, and my wife absolutely loved their financial planning process which made her feel understood and truly cared for. The level of custom analysis was unlike anything I've ever seen, and we knew that they would help us with a full 360 degree view of our financial planning needs. On the investment side, they manage it all in-house which helps to reduce unnecessary fees, maximize our returns and more importantly, create custom portfolios that don't restrict you to a template that may or may not be flexible to changing market conditions or your personal needs. They're an amazing team and I'd recommend them to all of my friends and family.
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March 2022 by Meera Pillai
We have been clients of Monument Wealth Management since 2013 and clearly have been very pleased with them to have stayed with them so long. Key reasons are how approachable everyone is from partners to associates. No question no matter how large or small goes unaddressed in a diligent manner. Meetings whether virtual or in-person are meticulously organized and presented in easy-to-process ways. They are constantly evolving in their strategies and methods. And they keep their clients engaged through podcasts and blogs on a variety of financial topics. We consider Monument to be our first-stop advisor for any major decision in our midst and trust that we will get nothing but the best advice that is in our best interests.
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March 2022 by Trish Cunningham
I have been a client of Monument Wealth for about the last five years. Not only have they been professional and attentive but, they helped me through some really stressful times when I needed some good financial advice.They go above and beyond what I expect. Emily Harper has been such a source of information and guidance when I needed it. She calls to set up a meeting just to check in and touch base with me. She is thinking ahead for me which at this point in my life and career, is so helpful when retirement is something that does not seem as far away as it once did. She has set me on the right path to not only be able to retire when I choose, but be able to continue to have my money work for me!
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March 2022 by Todd Polderman
My wife and I have trusted MWM with our portfolio for the past 13 years. We've never been DiYers with our investments, so we definitely value the professional, tailored advice we have received. Most importantly, the results have exceeded our expectations.
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March 2022 by Karen Choe
We have been with Monument from the start. Value this boutique firm’s competence and integrity.
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February 2022 by dendy young
The measure of a financial manager, IMHO, is how they do in downturns. In the past 6-9 months we have seen a substantial correction in the secondary market. However, my portfolio, managed by Monument, has done extremely well relative to the market. Plus, they are good people!
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February 2022 by Del Crockett
Having worked with a few solid advisors from the LARGE well-known shops in the past, I was content with my servicing and performance. However, I always felt slightly abandoned until it came time for the 'quarterly' review call and those calls felt very sterile most of the time.At Monument, the team (you actually build relationships and interact with their team of experts) is 'on call' and so responsive. In addition, their wealth planning is so much more comprehensive than anything I had been offered by past teams.Everyone has a different need, but if you are looking for a high-touch, customized approach to your wealth planning - Monument should be considered in your search.
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February 2022 by Cristal Santana
From my Internship Experience: I'll always be eternally grateful for the opportunity given to me by the Monument Team. It's been an incredible four months; the experiences I have gained and the knowledge I am taking away are immeasurable. At Monument, I had the opportunity to gain a new sense of professionalism and a more precise understanding of what it means to be in a professional business environment. What I enjoyed the most was working with the team. They all treated me as if I were part of them. Monument is an incredible company, made up of an incredible team. One of my biggest take away is that is not the quantity but the quality. Thanks, Team! I could not have asked for a better first internship experience to build a foundation for my career.
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February 2022 by Mark Robin
I have worked with a number of wealth management firms and have consistently found Monument Wealth Management to be the best by far. They surround clients with a professionalism that includes great portfolio performance, clear explanation of the planning process, and assistance with associated matters related to financial planning and wealth management. If you crave the personal attention of a boutique firm that values client service and personal connection, this is The place for you. The team is smart, stable, and responsive.
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February 2022 by Jay Mannle
My wife and I are relatively new clients who managed our own portfolio for more than twenty years. After 2020 we selected Monument for both financial planning and portfolio management services, and are extremely pleased with their organized team approach. Detail-oriented in getting to know us and our goals, thoroughly prepared, straightforward and concise in every meeting, responsive to questions in a manner that makes us feel like we're their only clients. We also love the blog and commentary that cut through all the market fog and hype. Highly recommend.
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February 2022 by Emma Smith
I spent a week virtually interning with the Monument team and cannot speak highly enough of this firm! They provided fantastic mentorship and an excellent overview of how the firm operates. This experience made me so excited to pursue a career in this field, and I am thankful to have made such wonderful connections with Monument Wealth Management. Thank you!
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February 2022 by Penny Schmitz
Thank you the entire Monument team! My husband and I have been clients for awhile and have nothing but good experiences. This summer my father passed away and I have been trying to help my mom with her affairs. After hitting some dead ends we made a call to Dave to ask for advice,. Instantly, he organized a team to meet with me to answer all our questions for my mother....who isn't a Monument client. The team really cares about their clients and is there for us no matter what is going on our lives. Thank you, again!
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February 2022 by Janice Jacobs
My husband and I have used Monument for several years now and cann attest to the consistently professional, wise advice provided by the Monument team. We are both retired and both cautious investors. Monument carefully listens to your goals and comfort level regarding investments and acts accordingly. We are in a strong position financially thank in large part to Monument. We highly recommend the Monument team and services provided.
