A complete list of active advisors currently associated with Monument wealth Management

Warmer can help you find a great advisor at Monument wealth Management or one who fits your needs even better.

Monument Wealth Management (Monument Capital Management) is a team-based SEC-registered advisor managing roughly $532 million for about 215 clients, serving individuals, high‑net‑worth clients, trusts and estates. The firm provides discretionary asset management, modular and full financial planning, consultations, and may recommend unaffiliated private funds and structured notes as part of client solutions. Its investment programs blend ETFs, mutual funds and individual equities across named strategies—including ETF-based global macro portfolios, concentrated dividend and growth equity sleeves, a tax‑rebalanced direct‑indexing (TRIO) option, and an active tactical bonds strategy—using fundamental, technical, cyclical and charting analysis. Monument provides client access to eMoney and Orion reporting, implements tax‑aware techniques and direct indexing where appropriate, and reviews AI‑generated analyses under firm controls while maintaining human oversight of all investment decisions. Distinctive features in the ADV include a multi-office footprint (nine offices) and a relatively large eight‑adviser team for its asset size, and the firm’s public materials reference client testimonials and third‑party ratings—practices that are uncommon among peer team firms. The brochure also emphasizes less-common service elements such as structured notes, recommendations of unaffiliated private funds, and documented AI and cybersecurity policies governing tool use and vendor due diligence.

To learn more about the advisors currently working at Monument wealth Management, 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.