A complete list of active advisors currently associated with MONUMENT Retirement & WEALTH ADVISORY, LLC

Warmer can help you find a great advisor at MONUMENT Retirement & WEALTH ADVISORY, LLC or one who fits your needs even better.

Monument Retirement & Wealth Advisory, LLC is a small, fee‑based registered investment adviser that serves individuals, high‑net‑worth clients, trusts, and estates; it reports about $7.9 million in discretionary assets across 23 client relationships with a single advisory professional. The firm provides discretionary asset management, financial planning and consulting, and also acts as a solicitor for third‑party money managers. Investment programs are implemented on a discretionary basis and are built around documented client objectives, time horizons, and risk tolerances, with analysis methods that include fundamental, technical, and cyclical approaches. The firm may engage sub‑advisors or third‑party money managers to implement strategies, delivers written financial plans on a fixed‑fee basis, and conducts periodic account reviews. What distinguishes the firm from many peers is its material insurance activity: its advisory representatives are independently licensed insurance agents and the principal operates an affiliated insurance business, generating insurance commissions on product sales — a relationship the brochure identifies as a potential conflict of interest. The firm also receives solicitor fees when referring clients to third‑party managers; these compensation sources and the related conflicts are disclosed to clients and addressed through the firm’s disclosure procedures and fiduciary policies.

To learn more about the advisors currently working at MONUMENT Retirement & WEALTH ADVISORY, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.