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Submission: On May 30 via api from US — Scanned from DE
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Skip to main content (703) 848-9300Client Login * Home * Why Monumental? Our ValuesOur DifferenceOur Clients * Your Team Monumental TeamInvestment TeamSophisticated Strategies Team * Our Expertise Our ProcessInvestment PhilosophyBusiness PlanningIndividual/Family Planning * In The Community Giving back * Resources Market & Economic CommentaryCalculatorsArticlesAbout Northwestern Mutual * Contact Us * Client Center * (703) 848-9300Client Login Pause Play THE MONUMENTAL WAY. Simplifying your path to success and financial fulfillment WE CAN GUIDE YOU ON YOUR FINANCIAL JOURNEY WITH EXPERTISE AND CARE At Monumental Advisory Partners, we specialize in understanding the complex needs of our clients in managing wealth. Our tailored approach goes beyond traditional services, recognizing the diverse requirements of business owners, executives, retirees, high net worth families, and professionals. We build trust by actively listening to our clients, ensuring we grasp their unique financial goals and concerns. With clear guidance and strategic frameworks, we help clients pursue their financial dreams and create a lasting legacy. OUR CLIENTS HAVE DEDICATED THEMSELVES TO CREATING REMARKABLE LIVES AND MAKING A LASTING IMPACT. THEY DESERVE TO ENJOY THEIR TIME, MAKING CHERISHED MEMORIES WITH THOSE THEY HOLD MOST DEAR. MONUMENTAL ADVISORY PARTNER PRIORITIZES CLIENT CONFIDENCE AND ENSURING SECURITY IN YOUR FINANCIAL FUTURE SO YOU CAN REST EASY AND ENJOY THE ADVENTURES THAT LIE AHEAD OF YOU. CONTACT US 8484 Westpark Drive #700 McLean, VA 22102 Office (703) 848-9300 TO LEARN MORE ABOUT NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC AND ITS FINANCIAL REPRESENTATIVES, VISIT: FINRA BROKERCHECK Visit our CLIENT RELATIONSHIP SUMMARIES (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services. Securities and Mutual Fund orders can only be placed by phone or in person. We will not process orders sent electronically, including but not limited to, communications sent via the Internet, mobile and cellular technologies, and electronic mail. Also, communications transmitted by you electronically represents your consent to two-way communication by electronic means. If you receive communications in error, please contact the sender and delete the material from any electronic means on which it exists. © 2024 The Northwestern Mutual Life Insurance Company. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444. Depending on the products and/or services being recommended or considered, refer to the appropriate disclosure brochure for important information on the Northwestern Mutual Wealth Management Company, its services, fees and conflicts of interest before investing. To obtain a copy of one or more of these brochures, contact your representative. R Bryce Coffee, Mehrdad H Mehdizadehtabrizi and Donald Evenson III use Monumental Advisory Partners as a marketing name for doing business as representatives of Northwestern Mutual. Monumental Advisory Partners is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. R Bryce Coffee, Mehrdad H Mehdizadehtabrizi and Donald Evenson III provide investment advisory services as Advisors of Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a subsidiary of NM and federal savings bank. R Bryce Coffee and Mehrdad H Mehdizadehtabrizi are Agents of Northwestern Long Term Care Insurance Company, Milwaukee, WI, (long-term care insurance) a subsidiary of NM. R Bryce Coffee, Mehrdad H Mehdizadehtabrizi and Donald Evenson III provide investment brokerage services as Registered Representatives of Northwestern Mutual Investment Services, LLC (NMIS), a subsidiary of NM, registered investment adviser, broker-dealer and member FINRA (finra.org) and SIPC (sipc.org). R Bryce Coffee, Mehrdad H Mehdizadehtabrizi and Donald Evenson III are Insurance Agents of NM. The products and services referenced are offered and sold only by appropriately appointed and licensed entities and financial advisors and representatives. Financial advisors and representatives and their staff might not represent all entities shown or provide all the products or services discussed on this website. Not all products and services are available in all states. Not all Northwestern Mutual representatives are advisors. Only those representatives with "Advisor" in their title or who otherwise disclose their status as an advisor of NMWMC are credentialed as NMWMC representatives to provide investment advisory services. R Bryce Coffee, Mehrdad H Mehdizadehtabrizi and Donald Evenson III are primarily licensed in VA and may be licensed in other states. R Bryce Coffee CA License: 0H52748 Mehrdad H Mehdizadehtabrizi CA License: 4053926 Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Legal NoticePrivacy NoticesThird Party LinksDo Not Sell or Share My Personal Information Jump to top of page