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Advisor Spotlight: Monument Wealth Management shows that A-plus office space isn't just for ad agencies and law firms

The former Merrill brokers moved to a bedroom community but kept the urban chic

Author Elizabeth MacBride March 21, 2011 at 2:34 PM
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Monument Wealth Management designed its office around its 200-square-foot Planning Room, where partners use custom-made glass panels to offer clients a free, detailed look at their finances.


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Mentioned in this article:

LPL Financial
RIA-Friendly Broker-Dealer, RIA Welcoming Breakaways, Advisory Firm
Top Executive: Dan Arnold



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