Monumental Financial Planning

We’re pleased to share that Bryon Vincent has joined Monumental Financial Planning as a Financial Advisor in our Washington, D.C. office.

Bryon brings more than 20 years of leadership across private and governmental roles with a focus on delivering strategy through ex*****on and aligning financial resources to advance mission-critical goals. He also served in the United States Army as a Combat Arms Officer, earning the Bronze Star and Purple Heart medals while supporting Operation Iraqi Freedom in Baghdad, Iraq.

Prior to joining Monumental, Bryon held senior positions at the Federal Bureau of Investigation (FBI), PricewaterhouseCoopers (pwc), Walmart, and the United States Army, where he directly managed strategic investments, budget formulation and ex*****on, complex financial projects, reporting, and private-sector profit and loss responsibility.

Bryon brings a deep breadth of financial expertise, investment management experience, and a robust understanding of both private and public-sector clients. We’re excited to welcome Bryon to our team and look forward to the experience and insight he brings to our clients and firm.

We had a great turnout at our Family Love Letter Event at Glenwood's, thank you to everyone who joined us!

It was great to see families taking steps to organize their financial lives and document what matters most for their loved ones.

If you missed this session and would like to learn more, feel free to reach out, we are happy to connect.

📘 Join Us for an In‑Person Family Love Letter Workshop

Planning isn’t just about finances. it’s about making sure your voice is heard when it matters most.

Join us for a complimentary, in‑person workshop focused on the Family Love Letter, an important planning tool designed to help organize the key documents and information connected to your life. This resource can provide your loved ones with clarity, confidence, and guidance if they ever need to navigate decisions due to sudden incapacitation or death.

During this session, we will:
Review practical planning tools that support thoughtful decision‑making
Discuss the importance of documenting your wishes
Explore how to involve your family and financial advisor in the process
Presented by Neuberger Berman

We’re hosting two in‑person sessions:
📍 Kenilworth, NJ – La Griglia
Wednesday, April 8, 2026 at 6:30 PM EST
740 Boulevard
Kenilworth, NJ 07033

📍 Columbia, MD – Glenwoods
Wednesday, April 22, 2026 at 6:30 PM EST
10500 Little Patuxent Pkwy, Suite 770
Columbia, MD 21044

If you’re interested in attending, please use the link below to RSVP.

Financial seminars and events - Monumental Financial Planning | Ameriprise Financial Learn about upcoming financial seminars and financial events in Washington, DC, hosted by financial advisor: Monumental Financial Planning.

📈 Join Us for a Market Intelligence Review

We’re hosting a session on Monday, March 23rd at 4:00 PM EST where we’ll walk through John Hancock’s latest Market Intelligence outlook.

During the event, we’ll cover:
• Late‑cycle economic dynamics
• Emerging equity opportunities
• Key shifts across international and developing markets

If you’d like to attend, please use the link below to RSVP.
We look forward to having you with us.

Financial seminars and events - Monumental Financial Planning | Ameriprise Financial Learn about upcoming financial seminars and financial events in Washington, DC, hosted by financial advisor: Monumental Financial Planning.

We had an incredible evening celebrating the season with our amazing team at Joe’s Seafood, Prime Steak & Stone Crab. Great food, great company, and plenty of holiday cheer!

Thank you to Joe’s Seafood for hosting us and making the night so memorable.

Market swings can be unsettling. Are you concerned about market volatility negatively impacting your ability to generate retirement income?

You’re not alone. Reach out to learn how we can partner to achieve your financial objectives amid volatile markets.

As advisors, we seek to help clients maximize their Social Security benefits by highlighting information needed to do so. Making informed decisions about timing can have a significant impact on retirement income.

How can I help support your needs?

The Real Real
Real Life Real Solutions

When Life Hits Fast Forward

Picture this: one spouse happily retired, the other planning to work until 62, and then plot twist, laid off at 55. Add ambitious family gifting goals and a market that looked like it was riding a roller coaster, and suddenly their “perfect plan” felt more like a suspense thriller.

Our Approach

We teamed up with their estate attorney, crafted a life insurance strategy to keep those gifting dreams alive, and stress-tested their financial plan like it was auditioning for an action movie. The result? Confidence restored, goals intact, and peace of mind delivered. Because sometimes, the real win isn’t just numbers on a page it’s knowing your future is still on track.

Our CWA/Verizon Holiday Dinner was a huge success! Thanks to all of our associates for making it out to the event. We all enjoyed ourselves, and it was really fun catching up. Happy Holidays to our entire Verizon Family!