1133 Connecticut Avenue N.W. 9th Floor
Washington, DC 20036





Monument Group Team Overview

Founded in 2003, The Monument Group has helped a select group of institutions, families, and private clients with all aspects of their financial lives, providing customized investment management and comprehensive planning solutions with the goal of bringing “best in class” advice and service to our clients.  We seek to establish long-term relationships built on trust, service, and attention to detail. 

A Clear Objective

A Focused Approach

Customized Solutions

We seek to maximize after-fee, after-tax, risk adjusted returns.

We build relationships by listening, asking questions, and listening again.

We implement tailored solutions to protect and grow our clients’ wealth.


It is our commitment to be there for our clients, diligently working in their best interests and offering a variety of specialized experience and access to resources and perspectives to help them succeed in all facets of their financial well-being.   This is our commitment to you and is “The Monument Group Way”.


We are an eight (8) member team, based in Washington, DC, specializing in various areas of financial services which include qualified retirement plan consulting, investment management, investment planning, wealth and wealth transfer planning, and liability management.


Awards & Recognition:

  Barron’s Top 1200 Financial Advisors (Tripp Shreves, 2015-2017)*

  Financial Times’ Top  400 Advisors (Tripp Shreves, 2015, 2017)*

  Certified Investment Management Consultant (CIMA)

  Chartered Financial Analyst (CFA) Designation

  Chartered Retirement Plans Specialist (CRPS)

  Chartered Alternative Investments Analyst (CAIA) Designation


Team founded in 2003, we now consult to over 500 clients and approximately $2.3 Billion in assets.^


We are a pro-active advisory team with the resources of Wells Fargo Advisors, access to the services of Wells Fargo & Co. and its affiliates, as well as research provided by the Wells Fargo Investment Institute.



*These rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record and client retention. **Rankings are based on data provided by investment firms. Factors include assets under management, experience, industry certifications and compliance record. Investment performance and financial advisor production are not explicit components.


^Represents assets under management as of June 30th, 2017


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FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals