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Protecting Your Information After the Equifax Security Breech

The Monument Wealth Management Team Featured Articles

As you no doubt have heard, credit-reporting company Equifax announced last week that hackers accessed the names, Social Security numbers, birth dates, addresses, and driver’s license numbers of 143 million people in their database. Credit card numbers for 209,000 people and dispute documents with personal information for 182,000 people were also comprised. The high risk that you are subject to …

Forbes “Top Next Generation Wealth Advisors”

The Monument Wealth Management Team Featured Articles

Forbes “Top Next Generation Wealth Advisors” List Recognizes Monument Wealth Management’s Senior Financial Planner, Jessica L. Gibbs, CFPⓇ. Monument Wealth Management is excited to announce that Senior Financial Planner, Jessica L. Gibbs, CFPⓇ has been recognized in the Forbes 2017 ranking of the “Top Next Generation Wealth Advisors.” Since Monument Wealth Management’s vision is to become an employee-owned firm which …

Business Journal BPTW

Monument Listed as a 2017 “Best Place to Work”

The Monument Wealth Management Team Featured Articles

This marks the Fifth Consecutive Year Monument Wealth Management has been Named One of Washington Business Journal’s “Best Places to Work!” Monument Wealth Management has, for the fifth year in a row, been named one of the “Best Places to Work” by Washington Business Journal. Nominated businesses meeting criteria for location and company size were assigned a score out of …

InvestmentNews

Interns Will Take on Several Roles at Advisory Firms this Summer

Outside Resource Featured Articles

A recent InvestmentNews article by Liz Skinner gives insight into a few financial internship programs, including ours, at Monument Wealth Management.  Skinner writes: At Monument Wealth Management, which has eight people working at the $275 million AUM firm, its sole financial planning intern helps prepare for client meetings, tackling projects like examining performance reports for possible allocation adjustments and using …

On Wall Street

Building Awareness and Credibility by Becoming a Thought Leader

Outside Resource Featured Articles

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

Outside Resource Featured Articles

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

Outside Resource Featured Articles

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 …