“Off the Wall” Blog & Market Commentary

You can count on our weekly entertaining and educational blog posts by our President and Co-Founder, David B. Armstrong, CFA, to keep you updated on the most recent economic news!

“What Should I Do Now?”

August 24, 2015

First, if you have not seen the three-part video series we launched last week, please go see it.  We recorded…

2015 Mid-Year Economic Review Videos

August 17, 2015

I’ve just returned from a week-long vacation out in Yellowstone.  It is an amazing place.  I highly recommend going if you have…

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We Believe in Being Different

Watch this video to find out what makes us different from other financial firms.

Entrepreneurs Advising Entrepreneurs

Entrepreneurs ourselves, we have a unique understanding of the challenges, complexities, and rewards involved in building a successful business. Here are a few of our most recent Featured Articles for Entrepreneurs.

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Private Wealth PlanningSM for Successful Entrepreneurs

As you’ll see in this video series, our unique 5-Step Private Wealth PlanningSM Process helps remove the anxiety and uncertainty that can often times accompany financial success.

Our Accolades in the News

We are so honored to be awarded by, and featured in, the following publications. You can find the full articles by browsing through our Featured Articles for Entrepreneurs.

WBJ Best Places to Work Award 2015

Monument Wealth Management Barrons Speaker Top Advisory Teams Summit

Goldman Sachs 10,000 small businesses Award

Washingtonian Small Gem Award

Registered Rep Top 100 Independent Advisors in America 2010 Award


Check Out the Rest >


Communication, Collaboration & Innovation

Unlike the large Wall Street firms, the Monument Team eschews territorialism and prioritizes communication, collaboration and innovation.
Watch this video for an overview of our office.