Jessica L. Gibbs Forbes Winner

“The Future of Wealth Management is Here.” – Forbes

The Monument Wealth Management Team Featured Articles

Monument Wealth Management’s Jessica L. Gibbs, CFP® is Named on Forbes 2019 Next-Gen Best-In-State Wealth Advisors List! Our Team is proud to announce our Director of Private Wealth Design, Jessica L. Gibbs, CFP® has been chosen as one of Forbes’ Best-In-State Next-Gen Wealth Advisors for 2019. The list recognizes the top wealth advisors in each state representing the future of …

Monument Named On “Best Financial Advisors in Arlington” List

The Monument Wealth Management Team Featured Articles

Monument Wealth Management has been featured on Expertise’s list of “Best Financial Advisors in Arlington” for 2019! Expertise’s goal is to connect people with the best local experts. Their team knows and states on their website that “Finding the right highly-skilled professional takes significant time and effort, including in-depth research, detailed comparisons, and deciphering which online reviews are reliable and …

Monument Named a Moxie Award “Boldness in Business” Finalist

Brittany R. Dewberry Featured Articles

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 companies who show novelty, boldness and innovation. After filling out a questionnaire about our practice, our Team is proud …

Barron's 2019 Independent Summit

Barron’s Conference Keynote Led by David B. Armstrong, CFA

The Monument Wealth Management Team Featured Articles

Stepping onto the stage, once again, at Barron’s March 2019 Independent Summit in Salt Lake City was our very own President and Co-Founder David B. Armstrong, CFA!  This time, Dave’s role was to interview former SEC Commissioner, Michael Piwowar during the closing keynote. Not just anyone gets interviewing privileges at the conference, but after ranking as a #1 speaker of …

Forbes 2019 Winners

Monument Listed as Forbes Best-In-State Wealth Advisors

The Monument Wealth Management Team Featured Articles

This year’s Best-In-State Wealth Advisors list spotlights over 3,000 top advisors across the country who were nominated by their firms—and then researched, interviewed and assigned a ranking within their respective states. This year, our very own David B. Armstrong, CFA and Dean J. Catino, CFP®, CPWA®  made it onto the coveted list!  The two co-founders share an entrepreneurial and renegade …

CARE_Awards_Wealth Management

Monument Wealth Honored as Community Leader Through CARE Awards

Brittany R. Dewberry Featured Articles

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 than 25 years, the CARE Awards have recognized outstanding companies making Northern Virginia a better place for everyone to work, live and play. Community …

Success Podcast

Monument Team on Steve Sanduski’s “Between Now and Success” Podcast

The Monument Wealth Management Team Featured Articles

Listen to the Monument Team on Steve Sanduski’s Between Now and Success podcast!  In this episode, Sanduski discusses: Monument’s internship program with Brand Manager, Brittany Dewberry and Design Intern, Kristie Beyer Monument’s succession planning with Senior Financial Planner, Jessica Gibbs, CFP® and President and Co-Founder, David Armstrong, CFA Some highlights of Dave’s career transition from the United States Marine Corps to …

Northern Virginia Magazine Top Financial Professionals Badge MWM

Northern Virginia Magazine’s List of “Top Financial Professionals” Names Monument Team Members

Brittany R. Dewberry Featured Articles

Monument Wealth Management’s David B. Armstrong, CFA, Dean J. Catino, CFP®, CPWA®, and Eitan Z. Boral, CFA are recognized as Top Financial Professionals in the August 2018 Issue of Northern Virginia Magazine! Our Team is honored to be recognized on Northern Virginia Magazine’s 2018 list of Top Financial Professionals. We were nominated by local financial professionals through Northern Virginia Magazine’s …

Outstanding Corporate Citizenship Awards 2018

Monument Wealth Management Nominated for Outstanding Corporate Citizenship Award

The Monument Wealth Management Team Featured Articles

Monument Wealth Management has been nominated for Northern Virginia Chamber of Commerce’s Outstanding Corporate Citizenship Award for above-and-beyond business leadership, employee engagement, and corporate social responsibility. Our Monument Team is proud to announce our nomination for the 2018 “Outstanding Corporate Citizenship Award” run by Northern Virginia Chamber of Commerce. To qualify, a small business must have less than 100 employees …