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Our Clients

A tailored plan just for you

At Monumental Advisory Partners we build a map for our clients and their specific goals and objectives. We work with a wide range of clients and find that we best support clients with complex planning needs, those who value the depth of our team’s expertise, and appreciate our comprehensive planning approach.

Clients who work with us are:

  • Highly successful
  • Hard-working, disciplined, accountable, competitive
  • Support their communities
  • Value their families
  • Want to leave a legacy

We are proud to have a diverse client group:

  • Businesses owners, entrepreneurs, corporate c-suite executives
  • Members of ultra-high net worth families
  • Law firm partners
  • Post graduate medical professionals (MDs, DDS)
  • Professional athletes
  • Affluent pre/post retirees
  • Emerging affluent professionals