David B. Armstrong, CFA
President & Co-Founder


Portfolio Manager, David Armstrong Financial Advisor
“Change almost never fails because it’s too early, but because it may be too late.”Seth Godin

Dave discovered his passion for finance over several overseas deployments as an active duty United States Marine Corps Officer. Unable to spend money while deployed, he became a self-taught investor and proudly remembers his investing performance to be “along with a few bucks in cash as a bouncer, good enough to pay for an MBA, a new car and two years of living expenses.” The combination of saving and disciplined, patient investing were the lessons he learned, cementing the core of his investing convictions to this day.

Dave received his B.A. from the University of South Carolina, served on active duty as an Artillery Officer, Jumpmaster and Pathfinder, and then returned to his alma mater for his MBA. After nine long years at some of the largest firms on Wall Street, Dave’s entrepreneurial drive led him to co-found Monument in May of 2008. Google says that he is widely recognized as an impactful industry speaker and a thought leader in the popular press, across podcasts and by his colleagues.

While Dave achieved the rank of Lieutenant Colonel and amassed a collection of great stories, his latest passion is section hiking the Pacific Crest Trail, but he admits that could end at any moment. His real life-long passions outside of work are dogs, his Gamecocks, quoting 80’s movies and scoring under 100 on the golf course.

Thought Leadership


  • Chartered Financial Analyst (CFA) charterholder

    Awarded designation of Chartered Financial Analyst by CFA Institute

  • Lieutenant Colonel in the United States Marine Corps Reserves

    Served on Active Duty for seven years, and now in the reserves

  • Former Adjunct Professor

    Former Adjunct Professor at the American University Kogod School of Business MBA program

  • Former member of the Board of Advisors

    Former member of the Board of Advisors at the Moore School of Business at University of South Carolina

  • A Top 100 Independent Advisor in America

    Selected by Registered Rep. magazine (award based on assets under management, 2009 & 2010)

  • Participated in invite-only class for successful entrepreneurs around the country

  • #1 Top Ranked Barron's Speaker

    Ranked #1 Speaker by peers at Barron’s Top Advisory Teams Summit in 2015

  • Frequent Conference Speaker

    Speaker at various industry events, including those held by: Bloomberg, LPL Financial, Barron’s, Securities Industry and Financial Markets Association, Investment Management Consultants Association® and more.

  • U.S. News & World Report Contributor

    Contributor to U.S. News & World Report‘s column, “The Smarter Investor”

  • Featured in the Press

    Interviewed by, and published in, numerous personal finance and industry publications, including:The New York Times, The Wall Street Journal, The Washington Post, CNBC.com, Financial Advisor, Research Magazine, Financial Planning, Kiplinger’s Personal Finance, Bloomberg Radio, Washingtonian and Washington Business Journal


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