“Off the Wall” blog
Unique, straight-forward, unfiltered opinion on topics of concern for individuals with newfound wealth.
Monument Co-Founders Named as Forbes Best Wealth Advisors in Virginia for Third Year Running
By Monument Wealth Management Team | Mar 31, 2020 | Featured Articles
Our wealth advisors have a track record of standing out for their passion, opinion and creativity that go into each and every client’s Private Wealth Design. Our clients want to create, and stand for, something worthwhile. And so do we.
This year’s Best-In-State Wealth Advisors list spotlights more than 4,000 top advisors across the country who were nominated by their firms—and then researched, interviewed and assigned a ranking within their respective states and markets. We are proud to share that Monument co-founders, David B. Armstrong, CFA and Dean J. Catino, CFP®, CPWA®, have been recognized on this list of best wealth advisors in Virginia for the third year in a row!
Why did we make the list of Best Wealth Advisors in Virginia?
We believe Monument has been recognized because while other firms are too buttoned up to give it to you straight, our clients benefit from our unfiltered, educated opinions. We don’t just do “financial planning” but instead create Private Wealth Designs, which is a whole other ball game. By taking a collaborative, creative, and customized approach, we turn a wealth of ideas and resources into a blueprint that represents the life you want to live.
Each advisor on this list is chosen from criteria based on in-person interviews, compliance records, industry experience, assets under management, and revenue produced.
Congratulations, Dave and Dean!
A copy of Monument Wealth Management’s current written disclosure statement discussing our advisory services and fees is available for review upon request.