On Wall Street

Building Awareness and Credibility by Becoming a Thought Leader

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In this On Wall Street article by Katie Kuehner-Hebert, our President and Co-Founder, Dean J. Catino, CFPⓇ, CPWAⓇ, touches on a few ways Monument builds awareness and credibility… In her article, Kuehner-Hebert writes: “The advisers at Monument Wealth Management in Alexandria, Virginia have had thought leader pieces published in Financial Planning magazine, The New York Times and The Washington Post, says Dean Catino, a …

On Wall Street

How Bringing in Advisers from Competitors Boosts a Practice

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In this On Wall Street article by Katie Kuehner-Hebert, our President and Co-Founder, Dean J. Catino, CFPⓇ, CPWAⓇ, explains why Monument doesn’t always “bite” when approached to buy another practice… In her article, Kuehner-Hebert writes: “Monument Wealth Management in Alexandria, Virginia, has been approached several times during the past nine years about buying another practice. But it hasn’t bitten because the firm’s model …

Financial-Planning

Pro Bono Work Attracts Appreciative Clients

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FinancialPlanning‘s Katie Kuehner-Hebert featured Monument’s President and Co-Founder, Dean J. Catino, CFPⓇ, CPWAⓇ, in her article, “Pro Bono Work Attracts Appreciative Clients.” In her article, Kuehner-Hebert writes: “Advisers do pro-bono work to give back, but one side benefit could be that those in the community are impressed and want to become clients…. Dean Catino, a CFP and the co-founder and president of Monument …

northern-virginia-family-service-care-award

Monument Honored As Great Place to Work Through CARE Awards

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Northern Virginia Family Service (NVFS) selects Monument Wealth Management as a leader in family-friendly policies, employee engagement and community impact to receive its Companies As Responsive Employers (CARE) Awards. For 24 years, the Companies As Responsive Employers (CARE) Awards, presented by Northern Virginia Family Service (NVFS), have provided insight into employees and programs, offered a forum for innovative thinking and …

MarketWatch

Armstrong Speaks at ADVocate RIA Symposium

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David B. Armstrong, CFA Speaks at LPL Financial’s 2015 ADVocate RIA Symposium LPL Financial’s ADVocate RIA Symposium is an exclusive, in-depth networking and idea exchange event held each year for Registered Investment Advisors.  Armstrong was invited to attend and speak on a panel discussing how to prepare for, and what to expect from advisor SEC exams. Leading up to the …

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Monument is Finalist for 2015 Citizenship Award

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Monument Wealth Management is One of Four Finalists for the Washington Business Journal’s 2015 Citizenship Award! Each Year, Washington Business Journal holds a Corporate Philanthropy Award program to honor businesses in the Washington, D.C. area that give back to their community.  This year, Monument Wealth Management is one of four finalists for the 2015 Citizenship Award, which is a part of the …

COMMIT Foundation

COMMIT Foundation’s 2nd Annual Gala

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Monument Wealth Management Steps Up as Gold Sponsor for COMMIT Foundation’s 2nd Annual Gala in Honor of Transitioning Veterans For years now, Monument Wealth Management has been supporting COMMIT Foundation, which helps transition veterans into the civilian business world.  COMMIT Foundation’s mission “is to change the way Veterans think about their transition from the military,” and their overall goal “is to …