Have you wondered how small businesses generate real value through their digital media efforts? While many financial advisors and other small business owners do not make large investments in their digital presence, Monument has made digital a priority since day one....
How do we feel about Financial Advisors advertising investment performance? Dave explains it perfectly in a recent Barron’s article (while adding some color, of course, as he always does). The Barron’s article states that not all Advisors agree on this...
Before I dive into the details of Monument’s makeover, I’ll start by tagging on two REALLY EXCITING updates—we have two new Team members, and quite a few recent awards! Monument’s New Team Members Over the summer, we hired Erin Hay, CFA, our new Private Wealth Advisor...
Earlier this year, a Shulman Rogers attorney from our network reached out suggesting our company would be a great fit for the 2019 Moxie Awards, “Celebrating Boldness in Business.” This award brings together more than 300 DC-area business leaders of elite...
For the third consecutive year, Northern Virginia Family Service (NVFS) selects Monument Wealth Management as a community leader with family-friendly policies and outstanding employee engagement to receive its Companies As Responsive Employers (CARE) Awards. For more...
