Financial Planners in Alexandria

“I’ve known Dean for nearly 50 years and was glad to reach out to him at Monument Wealth Management when I retired from my business and transitioned to Medicare. Because Medicare premiums are based on income from two years earlier, my costs were much higher than expected.

He recommended I request a retirement-based premium adjustment from Social Security. It worked — lowering my Medicare Part B and D premiums by about $3,000 per year. That’s real savings!

Even though I’m not a client, he gave me clear guidance that made a meaningful difference.“

“Mr. Joshua Strange is a great financial advisor as well as a friendly person. He is very knowledgeable and honest and looks out for our best interests.“

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“We have been working with Wade for over 13 years and in that time he has provided us with outstanding service and advice. He has helped us navigate several major life events, all while keeping us on track to our financial goals. We are still a decade away from retirement, but it would be many more years if not for Wade's support. He truly cares about his clients -- listening to your needs, understanding your goals, and then customizing his support to make sure you achieve them. We appreciate that Wade is an independent advisor, beholden to no one but his clients.“

“In addition.to increasing my wealth substantially this past year, they have all been both knowledgeable and responsive to my inquiries. They regularly provide education to the clients even in the stressful time restrictions caused by the pandemic.“

“I have had the pleasure of working with Tyler and Clay for the past few years when managing my assets. They are a great team and were always available to answer any of my questions. Highly recommended!“