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Monument Honored As Great Place to Work Through CARE Awards

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 driven strategic changes in the workplace. This year, Monument Wealth…

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MarketWatch

Armstrong Speaks at ADVocate RIA Symposium

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 event, LPL Financial released details with some insight from Armstrong:…

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washington business journal best places to work

Monument is Finalist for 2015 Citizenship Award

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 overall Corporate Philanthropy Award program. Washington Business Journal details the…

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COMMIT Foundation

COMMIT Foundation’s 2nd Annual Gala

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 create serendipity for Veterans by bringing perspective, people, and opportunity…

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washington business journal best places to work

Greater Washington’s Best Places to Work of 2015

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

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10 Ways to Teach Your Kids About Finance

Teaching your children how to manage money is a very rewarding experience. I am a certified financial planner and a father of four young children. Naturally, I want my children to be happy, healthy, educated and financially secure. I have noticed that it is challenging for parents to find time and interactive ways to engage their children in learning about finance. Often, the school systems don’t even provide the option…

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InvestmentNews

Moore Tops List of Executives Who Have Left LPL in Last Year

President was well-regarded, but his departure not considered a devastating blow. By Mason Braswell Read Article on InvestmentNews > The continuing ‘brain drain’ from LPL Financial continued on Tuesday with the surprising departure of the firm’s well-respected president, Robert Moore. News of Mr. Moore’s departure was a sad note for the many LPL advisers who knew him personally. It also added another name to the list of well-known executives who…

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washington business journal best places to work

Where Have All The Financial Advisers Gone?

Monument Wealth Management’s Managing Director and Co-Founder, Timothy R. Lee, was recently featured in the May 23rd, 2014 printed Washington Business Journal!   The article by Mark Holan, titled “Where Have All The Financial Advisers Gone?” details the “drop in advisory headcount nationwide from 2011 to 2016.” Unfortunately, due to copyright laws, we are not able to post this article on our website.

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PRNewswire

The “Monument Wealth Management News” iPhone and iPad Application

Monument Wealth Management Announces the Release of the “Monument Wealth Management News” iPhone and iPad Application WASHINGTON, May 13, 2014 /PRNewswire/ — Monument Wealth Management, a financial advisory firm that helps accomplished entrepreneurs transition to a life of long-term financial independence, announced today the release of the “Monument Wealth Management News” iPhone and iPad application (app). Now you can browse Monument Wealth Management’s Featured Articles for Entrepreneurs and “Off the Wall”…

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PRNewswire

Dean J. Catino and Timothy R. Lee receive CPWA® Designation

Monument Wealth Management’s Dean J. Catino and Timothy R. Lee receive Certified Private Wealth Advisor® (CPWA®) Designation WASHINGTON, Aug. 5, 2013 /PRNewswire/ — Monument Wealth Management, a financial advisory firm that helps accomplished entrepreneurs transition to a life of long-term financial independence, announced today that Managing Directors and Co-Founders Dean J. Catino and Timothy R. Lee received a new designation as Certified Private Wealth Advisors® (CPWA®) after completing an intense…

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J.P. Morgan

Understanding the Sequester

J.P. Morgan’s article, “Understanding the Sequester” gives a basic explanation of what the Sequester is, and what it can mean for our economy. Read more…

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exit your business

2012 Year-End Letter

Check out our 2012 Year-End Letter put together by our Asset Management Team: David B. Armstrong, CFA, Managing Partner Spencer D. Rand, CFA, Asset Management Associate Kristen E. Owen, Wealth Management Associate Read more…

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The-Washington-Update

The Election Ends and the Lame Duck Begins

Andrew H. Friedman, Principal of The Washington Update, focuses on what will happen with taxes now that President Obama has been re-elected, and the House and Senate remain in a similar situation to the past four years. Read more…

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