07/08/2026
Every family’s goals for their children are different, which is why understanding the available savings options is so important.
Our latest article explores Trump Accounts, including how they work, key considerations, and how they compare with other strategies such as 529 plans and custodial accounts.
If you’d like to discuss the different ways you can save for your child’s future, let’s connect.
Trump Accounts: A guide for parents
Learn how Trump Accounts work and if they fit into your family’s financial strategy.
05/06/2026
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.
05/01/2026
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.
