Monument Wealth Management is a collaborative, creative, customized approach to turning a wealth of ideas and resources into a blueprint representing the life you want to live. They focus on Private Wealth Design for DC-area business owners, executives, and entrepreneurs. Monument Wealth Management is a collaborative, creative, customized approach to turning a wealth of ideas and resources. They take great pride in their ability to execute those basic elements. They do it by providing opportunities for education, growth, and collaboration. They properly understand your risks and have more control over your time and financial options. They needed to give you customized advice and support for your financial goals.
3 Best Financial Services in Alexandria, VA
Expert recommended Top 3 Financial Services in Alexandria, Virginia. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
MONUMENT WEALTH MANAGEMENT REVIEWS
The entire Monument Wealth Management team is exceptional and their service level is far superior and more personal than anything you'll get at the "large" or even boutique firms. It was their reputation, expert knowledge and holistic financial planning methodology that led me to them. I'm a high net-worth client and had worked with two high-end advisory firms prior, however, their range of planning services were very limited and other than the quarterly call, we had a tough time getting personal assistance or custom advice. At MWM, we found the team incredibly knowledgeable, their customized investment philosophy was superior to the "boiler-plate" approach used by others, and my wife absolutely loved their financial planning process which made her feel understood and truly cared for. The level of custom analysis was unlike anything I've ever seen, and we knew that they would help us with a full 360 degree view of our financial planning needs. On the investment side, they manage it all in-house which helps to reduce unnecessary fees, maximize our returns and more importantly, create custom portfolios that don't restrict you to a template that may or may not be flexible to changing market conditions or your personal needs. They're an amazing team and I'd recommend them to all of my friends and family.
We have been clients of Monument Wealth Management since 2013 and clearly have been very pleased with them to have stayed with them so long. Key reasons are how approachable everyone is from partners to associates. No question no matter how large or small goes unaddressed in a diligent manner. Meetings whether virtual or in-person are meticulously organized and presented in easy-to-process ways. They are constantly evolving in their strategies and methods. And they keep their clients engaged through podcasts and blogs on a variety of financial topics. We consider Monument to be our first-stop advisor for any major decision in our midst and trust that we will get nothing but the best advice that is in our best interests.
I have worked with a number of wealth management firms and have consistently found Monument Wealth Management to be the best by far. They surround clients with a professionalism that includes great portfolio performance, clear explanation of the planning process, and assistance with associated matters related to financial planning and wealth management. If you crave the personal attention of a boutique firm that values client service and personal connection, this is The place for you. The team is smart, stable, and responsive.
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Joel A Patierno is one of the best financial advisors at Edward Jones, located in Alexandria, Virginia. He completed his Bachelor of Science in East Carolina University. Joel A Patierno has more than ten years of experience in this financial service. He specializes in retirement income, retirement savings strategies, and estate & legacy strategies. As an Edward Jones financial advisor, they want to understand your importance and financial goals. In addition, their team is committed to providing friends, family, and community. Therefore, they serve with the absolute highest level of satisfaction. For this reason, they use an established process to build personalized strategies to help you to achieve your goals.
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JOEL A PATIERNO - EDWARD JONES REVIEWS
We are extremely happy working with Joel Patierno! We moved my father-in-law's investments to Edward Jones last year when a failing memory made it difficult for him to keep on top of his investments.. It was a stressful time for us, but Joel and his office manager Jessie, made it so easy. Joel has provided excellent guidance and professional oversight to help maximize the investments to support Pop's retirement needs and goals. Joel has a thorough understanding of the market and the impact of buying and selling within this established portfolio and is working to create a more diversified portfolio for Pop. Again, we are very pleased and highly recommend Joel.
Joel Patierno and his assistant Jesse are wonderful at what they do. Jesse always has a smile on her face, and is polite when she calls me, to schedule my appointments. Joel has giving me great advice and direction on what to do with my finances. My account is growing and I’m closer to retirement, and I give thanks to Joel. Joel has help me to pay off my children college loans early, so now I don’t have that Debt anymore. I highly recommend Joel for all your Financial needs .
“I trust Joel wholeheartedly when it comes to my finances. I know Joel will make intelligent decisions over risky ones when it comes to market trends which is important to me. He’s a true fiduciary in every sense of the word. He listens and cares about his clients. I’ve recommended him to close friends and family.” -Molly Dedham.
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Good Life Financial Advisors of NOVA is a certified financial planner in Alexandria, Virginia. Josh Strange is the Founder and President of Good Life Financial Advisors of NOVA. He is a Certified Financial Planner. The firm experts' teams specialize in working with active and retired government employees, contractors, and military personnel through every stage of life. They also provide financial planning, retirement planning, estate planning, and portfolio management services. Good Life Financial Advisors of NOVA can help you develop a complete, tailored approach to help you achieve your financial goals. Feel free to call them for a no-obligation consultation to see if they would fit your needs well.
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GOOD LIFE FINANCIAL ADVISORS OF NOVA REVIEWS
Accessible. No nonsense. Knows his stuff. It's been three years since I came across Josh Strange looking for an independent financial adviser after years of managing finances on my own. Very committed at the front of the process to getting a sense of your investment strategy/comfort level. That's reassuring when you are in unfamiliar territory—in that many of us are, for the first time, letting someone else put our money to work. He also sweats the small stuff, like checking in regularly (beyond reliably and timely responding to questions). But there's a lot more to financial planning than just where your investments are going. There's other things to think about—like do you need/have enough life insurance? What's the plan for health coverage if you retire early? What decisions can you make now to position yourself to put off claiming Social Security a few years to get the larger monthly sum? Life is tricky enough without having to guess at these things. I'd give the guy a five stars "plus" rating if it were possible.
Josh Strange has been my financial advisor for the past five years and I couldn't be more satisfied with the level of service I have received. Josh always keeps my interests and investment goals at the forefront of our discussions and takes time to offer financial advice that will help me accomplish both my short and long term financial goals. As one that is not overly familiar with the financial world, I especially appreciate how Josh explains things to me about market trends (both good and bad) and ensures that I understand fully the financial picture and the rationale underpinning his financial advice. Highly recommend Josh and Good Life Financial Advisors of NOVA for everyone who wants to grow and expand their investment portfolio.
I consider Josh not only my financial advisor, but a friend as well. He has been my wife and my financial advisor for several years, recently helping me navigate both financially and spiritually through her unexpected loss. His knowledge is extensive and integrity above reproach. Thanks Josh for truly going above and beyond.
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