Barrons

Armstrong Speaks on Digital Strategy Panel at Barron’s Top Advisory Teams Summit

Monument Wealth Management’s David B. Armstrong, CFA was a featured presenter on the “Enhance Your Digital & Social Media Strategy” panel at Barron’s 2017 Top Advisory Teams Summit, which took place in Las Vegas, NV from February 8th to the 10th. Barron’s Top Advisory Teams Summit is an invite-only conference of financial advisory teams that focuses on the areas of Team Management, Business Development, Financial Planning and Relationship Management. Armstrong…

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entrepreneur magazine

Monument Named One of the “Best Entrepreneurial Companies In America” by Entrepreneur Magazine

MONUMENT WEALTH MANAGEMENT, AN AFFILIATE OF MONUMENT CAPITAL MANAGEMENT, NAMED ONE OF THE “BEST ENTREPRENEURIAL COMPANIES IN AMERICA” BY ENTREPRENEUR MAGAZINE’S 2016 ENTREPRENEUR 360™ LIST Monument Wealth Management, an affiliate of Monument Capital Management, was recently recognized as one of the “Best Entrepreneurial Companies in America” by Entrepreneur Magazine’s Entrepreneur 360™ List, the most comprehensive analysis of private companies in America. Based on this study forged by Entrepreneur, Monument Wealth…

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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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Barrons

Armstrong and Dewberry Present at Barron’s Summit

Monument Wealth Management’s David B. Armstrong, CFA and Brittany R. Dewberry Present on Salesforce CRM at Barron’s Top Independent Advisors Summit.   Monument Wealth Management’s David B. Armstrong and Brittany R. Dewberry presented on Salesforce CRM at Barron’s 2016 Top Independent Advisors Summit, which took place in Phoenix, AZ from March 21st to March 23rd. As noted on Barron’s website, this Top Independent Advisors Summit is an “intimate and invitation-only…

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washington business journal best places to work

Greater Washington’s Best Places to Work of 2016

Monument Wealth Management is named one of “Greater Washington’s Best Places to Work of 2016” by the Washington Business Journal. Monument Wealth Management is excited to announce its placement in Washington Business Journal’s “Best Places to Work!” This is the fourth year in a row that Monument has been awarded this honor. Washington Business Journal selects the winners by evaluating job satisfaction survey responses that are filled out by each…

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content marketing

8 Impressive Examples of Content Marketing in the Financial Services Industry

By Lauren Kaye, Marketing Editor at Brafton Inc. Read the Full Article on Brafton.com > Marketers in the financial services industry are usually afraid of content marketing and social media, even though they understand how important these approaches are for success today. Concerns about compliance hold them back. Burdened by the need to provide disclaimers about financial advice, market predictions, etc., a lot of marketing teams mistakenly consider content strategies out…

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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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InvestmentNews

How to Develop Advocates for Consistent, Ideal Referrals

Our first in an ongoing ‘Adviser’s Consultant’ series, featuring successful practice management strategies of advisers. By Liz Skinner Read article on InvestmentNews > Monument Wealth Management depends on its “advocates” for 90% of its new business, so president and co-founder Dean Catino spends much of his days keeping investment banking and other professionals up to speed on what his firm has to offer them. At least every three months, Mr.…

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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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“Empowering Your Team” at the 2015 Barron’s Top Advisory Teams Summit

David B. Armstrong, CFA Presents Actionable Steps on “Empowering Your Team” at the 2015 Barron’s Top Advisory Teams Summit. Each year, Barron’s holds a Top Advisory Teams Summit for financial advisory industry leaders around the nation.  This year, the Summit will take place in Las Vegas, Nevada, from Wednesday, February 4th to Friday, February 6th. Monument Wealth Management’s President and Co-Founder, David B. Armstrong, CFA, has been a speaker at various…

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Sought After to Speak at Financial Conferences Around the Country

Monument Wealth Management’s David B. Armstrong, CFA, Sought After to Speak at Financial Conferences Around the Country. WASHINGTON, Oct. 28, 2014 /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 Director and Co-Founder,David B. Armstrong, CFA, has recently spoken at numerous financial conferences around the country. In the past six weeks, Armstrong has presented twice…

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