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Greater Washington’s Best Places to Work of 2015

washington business journal best places to work

Monument Wealth Management is Named One of “Greater Washington’s Best Places to Work of 2015” by the Washington Business Journal

Greater Washington D.C. Best Places to WorkWASHINGTON, D.C. (April 22, 2015) – For the third year in a row, Monument Wealth Management is proud to join the rankings of the top 25 small businesses in the greater Washington D.C. area, as rated by the Washington Business Journal!  This year, Monument has been ranked number seven!

Each year, the Washington Business Journal distributes surveys to all employees of a company and carefully tallies up the results.  The winners are those who show high levels of job satisfaction through spirit and unique company benefits.

Just a few benefits that are specific to Monument Wealth Management are a shared Purpose, Mission and Vision statement on which the whole team collaborated, “custom” benefits that are tailored to fit each employee’s wants and needs, an atmosphere full of natural light, an open floor plan where employees enjoy both joking around and working on projects together, and employee empowerment to take on challenging projects and further their education.

A few ways employees have continued their education with the help of Monument include attending top industry conferences and workshops to delve into the details of a variety of investment funds, hear the latest economic updates from well-known industry leaders, learn about best practices in client service, and learn about the latest technology that can streamline processes and improve the client experience.  Employees have even grown by completing extensive courses to become a CERTIFIED FINANCIAL PLANNER®, Certified Private Wealth Advisor®, registered associate, and more.

Along with Monument’s feature in the Washington Business Journal’s “Best Places to Work” rankings from 2013, 2014 and now 2015, Monument was also featured in Research Magazine’s 2012 article, “A Cool Place to Work: How Advisory Firms Are Attracting, Retaining Top Employees,” and Co-Founder David B. Armstrong has presented annually at the past three Barron’s Top Team’s Conference for the nation’s top advisors teams on how to build an ideal corporate culture.

View the full list of the “Best Places to Work” winners here: https://www.bizjournals.com/washington/event/109491?ana=om_wash_evbptwpr

Greater Washington D.C. Best Places to Work

About The Washington Business Journal

“The Washington Business Journal is owned and operated by American City Business Journals, the nation’s largest publisher of metropolitan business newspapers. American City Business Journals also includes Bizjournals, the new media division, which operates the Web sites for each of the company’s 43 business journal markets. The Washington Business Journal has been Greater Washington’s leading source of business news and information for 30 years, providing over 150,000 business executives with comprehensive news on local people and their companies, as well as industry trends, tips and strategies and award-winning critical analysis. For more information, please visit www.washingtonbusinessjournal.com.”

About Monument Wealth Management

Monument Wealth Management is a financial advisory firm that helps accomplished entrepreneurs transition to a life of long-term financial independence and wealth defined on their own terms.  Based in the Washington D.C. area, Monument offers clients unbiased advice, true wealth planning, advocacy and access throughout the wealth creation lifecycle.

 

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 Greater Washington D.C. Best Places to Work

 

Please see our important disclosure information.

*Award Criteria: The company must have a minimum of 10 employees to qualify. Companies will be ranked in small, medium, large and extra large categories. The amount of employees needed to complete the survey goes as following for company size.: Less than 50 employees = 85%, 51-150 = 70%, 151 – 500 = 50%, 501 – 1,000 = 30%, 1,001-3,000 = 15%, 3,001 – 5,000 = 8%, More than 5,000 = 5%.  Employee-based Survey by Quantum Market Research evaluates: Team effectiveness, Retention, Employee alignment with company goals, Trust with co-workers, Individual contribution, Manager effectiveness, Trust in senior leaders, Feeling valued, Work engagement, People practices, Communication and Resources, Individual Needs, Manager Effectiveness, Personal Engagement, Team Dynamics, Trust in Leadership

IMPORTANT DISCLOSURE INFORMATION

Please remember that past performance is no guarantee of future results.  Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Monument Capital Management, LLC [“Monument”]), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.  Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions.  Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Monument. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. No amount of prior experience or success should be construed that a certain level of results or satisfaction will be achieved if Monument is engaged, or continues to be engaged, to provide investment advisory services. Monument is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice.

A copy of the Monument’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request or at www.monumentwealthmanagement.com/disclosures. Please Note: Monument does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Monument’s website or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Historical performance results for investment indices, benchmarks, and/or categories have been provided for general informational/comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.  It should not be assumed that your Monument account holdings correspond directly to any comparative indices or categories. Please Also Note: (1) performance results do not reflect the impact of taxes; (2) comparative benchmarks/indices may be more or less volatile than your Monument accounts; and, (3) a description of each comparative benchmark/index is available upon request.

Please Remember: If you are a Monument client, please contact Monument, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.  Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently. Please Also Remember to advise us if you have not been receiving account statements (at least quarterly) from the account custodian.

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