Monument Wealth Management is a fee-only financial advisory firm based in Alexandria, Virginia. It offers services in investment management, asset management, and financial planning, including retirement, estate, and tax planning. The firm targets individuals with and without high net worth, typically requiring a $3 million minimum investment portfolio. Their unique selling proposition is a collaborative, customized approach to wealth management, focusing on tax efficiency, diversification, and low trading costs, while providing unfiltered advice to help clients achieve their financial goals sustainably[1][3][5].