Monument Wealth Management Employee Directory

Q: What is Monument Wealth Management known for?

Monument Wealth Management was founded in 2008. Monument Wealth Management operates in the Financial Services industry.

Q: How many employees does Monument Wealth Management have currently?

Monument Wealth Management has approximately 10 employees.

Financial ServicesVirginia, United States2-10 Employees

Monument Wealth Management is the wealth strategy firm built for life’s biggest decisions. We work with successful, driven professionals who have spent years building their success, often making trade-offs along the way, and are now ready to put more of their priorities first. 

Acting as your "second brain" and thinking partner, we help you Make Life Option Rich™ by using your wealth to create true optionality: the freedom to live with purpose, invest with conviction, and act without hesitation—throughout and after your career.  

Using customized investment strategies and integrated financial planning, we help connect the dots across your financial life so you can see your options clearly and move forward with intention every time life says, “Time now?” 

Monument Wealth Management is a Registered Investment Advisor. Please see our Important Disclosure Information and Privacy Notice on our website at www.monumentwealthmanagement.com/disclosures.

Find Monument Wealth Management employees' phone numbers or email addresses

Monument Wealth Management Global Highlights

North America
13

United States Of America
13

Monument Wealth Management's Leadership

D. B. A.
Chief Executive Officer
Mobile Phone
Email
E. H.
Chief Strategy Officer (cso)
Mobile Phone
Email
J. G.
Chief Of Staff
Mobile Phone
Email
C.
President & Chief Operating Officer
Mobile Phone
Email
C. D. P.
Client Experience Manager
Mobile Phone
Email
E. H.
Portfolio Manager
Mobile Phone
Email
N. T.
Private Wealth Advisor
Mobile Phone
Email
C. G.
Business Operations Associate
Mobile Phone
Email

Monument Wealth Management Employee Metrics

100%

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2026

2025

2024

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Contact profiles from Monument Wealth Management

Name

Title

Contact Info

Location

Last Update

C.
President & Chief Operating Officer
Mobile Phone
Email
United StatesVirginia
Jan 15, 2026
D. B. A.
Chief Executive Officer
Mobile Phone
Email
United StatesVirginia
Jan 27, 2026
E. H.
Chief Strategy Officer (cso)
Mobile Phone
Email
United StatesVirginia
Jan 15, 2026
J. G.
Chief Of Staff
Mobile Phone
Email
United StatesVirginia
Jan 15, 2026
C. D. P.
Client Experience Manager
Mobile Phone
Email
Jan 15, 2026
E. H.
Portfolio Manager
Mobile Phone
Email
United StatesOklahoma
Feb 21, 2025
N. T.
Private Wealth Advisor
Mobile Phone
Email
United StatesNew York
Jan 15, 2026
C. G.
Business Operations Associate
Mobile Phone
Email
UNITED STATES
Jan 25, 2023
C. P.
Field Service Technician
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
B. D.
Mobile Phone
Email
UNITED STATES
Jan 10, 2023

Frequently Asked Questions

What is Monument Wealth Management known for?

Monument Wealth Management was founded in 2008 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-703-504-****

. Explore Monument Wealth Management's company overview page for more information.

What is Monument Wealth Management's most common email format?

Monument Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Monument Wealth Management email formats with LeadIQ.

How many employees does Monument Wealth Management have currently?

Monument Wealth Management has approximately 10 employees as of January 2026. These team members are located across 1 continents, including North America.

Who are Monument Wealth Management's key employees and leadership?

As of January 2026, Monument Wealth Management's key employees include:

Chief Executive Officer: D. B. A.
Chief Strategy Officer (cso): E. H.
Chief Of Staff: J. G.
President & Chief Operating Officer: C.
Client Experience Manager: C. D. P.

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