Monument Recognized as Community Leader through 4th Consecutive CARE Award

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Northern Virginia Family Service has once again named Monument a socially conscious community leader for it’s proactive civic engagement and employee friendly work environment! Why should you want to work with a CARE Award Winner? The CARE Award recipients represent a community whose work environments not only adhere to exceptional professional standards, but also foster thriving creativity within their teams, …

Top Financial Advisors in Northern Virginia

Top Financial Advisors in Northern Virginia: The Monument Team Does it Again

The Monument Wealth Management Team Featured Articles

Our very own Co-Founders David B. Armstrong, CFA and Dean J. Catino, CFP®, CPWA® were once again featured as Top Financial Advisors in Northern Virginia Magazine!  The nominations were submitted by local financial professionals through Northern Virginia Magazine’s annual survey. We’re proud to be able to tell you that when our peers are asked “Which Financial Professionals would you trust …


“Future 50” Innovation Awards in Austin

The Monument Wealth Management Team Featured Articles

Even though we’re proud Washintonians, there’s nothing like a little travel to spice things up!  This October, we sent our Private Wealth Advisor, Erin Hay, CFA to represent Monument at the CityWire RIA Retreat in Austin, TX.  While he was there, Monument was recognized as a Future 50 Independent Wealth Manager winner by the CityWire team!   Every year, CityWire likes to “recognize 50 RIA firms that best represent our vision of the future of the industry” through independence, diversity and …

Best Financial Advisors in Alexandria VA

Best Financial Services in Alexandria

The Monument Wealth Management Team Featured Articles

At Monument our first measure of success isn’t about how much revenue we make, but how much we’ve helped people.  That’s why nothing means more to us than being able to tell you we’re considered one of the three best Financial Services firms in the eyes of the community we serve. Three Best’s thorough and selective 12-category 50-Point Inspection takes …

Jessica L. Gibbs Forbes Winner

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

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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

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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

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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 …