Monumental Financial Planning

Monumental Financial Planning A private wealth advisory practice of Ameriprise Financial Services, LLC We operate with loyalty, good faith, and undivided attention toward our clients’ needs.

Our Personalized Approach to Financial Planning
At Monumental Financial Planning, we understand the importance of building trust with our clients. We look to provide a transparent, ethical and trustworthy environment that can foster strong relationships with our clients. We are committed to working toward your financial success and work tirelessly to help ensure that your plan is working toward achieving your goals. When it comes to choosing an advisor who prioritizes your interests and helps to guide you towards financial success, make Monumental Financial Planning your choice. Three simple steps to work toward building financial freedom that seeks to stand the test of time. DISCOVER: We will meet to understand more of your goals and aspirations. When we have a better understanding of your objectives, we can develop a plan tailored to you. DESIGN: We will then design an investment strategy and create a financial roadmap for you that is engineered from the ground up in an effort to stand the test of time. DELIVER: We will stay in close contact with you periodically, making sure your plan is kept up to date and reflective of the markets and any life changes that have occurred. Areas of focus
Wealth Preservation Strategies
Retirement Income Strategies
Investment Management
Retirement Planning Strategies
Intergenerational Planning
Business Retirement Plans
Estate Planning Strategies

Why Monumental Financial Planning? Despite the abundance of online resources, we believe managing your finances solo can overlook potential opportunities. That’s where professional services like Monumental Financial Planning come into play. Our experience can help you work toward attaining your financial objectives while looking to avoid potential missteps. We offer a comprehensive approach to financial planning giving detailed attention to help prevent oversights. Our holistic strategy can help you sidestep challenges and discover potential untapped avenues for opportunity. We offer tailored strategies fitting your unique needs. Reach out to us today to begin your journey to work towards helping you achieve your financial goals.

We had a great time at our Evelyn Rose event discussing 5 Ways Technology Is Changing How You Age. From AI and wearable ...
10/06/2026

We had a great time at our Evelyn Rose event discussing 5 Ways Technology Is Changing How You Age. From AI and wearable health tools to smart home innovations, technology is creating new possibilities for healthier, more independent living.

Thank you to everyone who joined us for the conversation!

09/22/2026

Our latest Quarterly Newsletter is here! Inside, you'll find team updates and helpful insights to keep you informed. Thank you for your continued trust and support. As always, we're here if you need anything.

Team outing at Five Iron Golf. A fun way to get everyone together outside of the office and enjoy a little friendly comp...
08/17/2026

Team outing at Five Iron Golf. A fun way to get everyone together outside of the office and enjoy a little friendly competition.

Thanks to the team for a great afternoon.

07/30/2026
Every family’s goals for their children are different, which is why understanding the available savings options is so im...
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.

Learn how Trump Accounts work and if they fit into your family’s financial strategy.

We’re pleased to share that Bryon Vincent has joined Monumental Financial Planning as a Financial Advisor in our Washing...
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.

We had a great turnout at our Family Love Letter Event at Glenwood's, thank you to everyone who joined us!It was great t...
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.

📘 Join Us for an In‑Person Family Love Letter Workshop Planning isn’t just about finances. it’s about making sure your v...
03/24/2026

📘 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.

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

📈 Join Us for a Market Intelligence ReviewWe’re hosting a session on Monday, March 23rd at 4:00 PM EST where we’ll walk ...
03/13/2026

📈 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.

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

Address

1627 K Street NW Suite 900
Washington D.C., DC
20006

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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