Founded in 2008, Monument Wealth Management is an independent, fee-based financial advisory firm dedicated to helping clients manage their assets and achieve their long-term financial goals. The firm operates on a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. Their services encompass comprehensive financial planning, investment management, retirement planning, and estate planning, tailored to a clientele they describe as the "mass affluent."

Founded in

United States