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 …

Barrons

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

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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 …

entrepreneur magazine

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

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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 …

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 …

Barrons

Armstrong and Dewberry Present at Barron’s Summit

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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, …

washington business journal best places to work

Greater Washington’s Best Places to Work of 2016

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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 …