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Monument Listed as a 2017 “Best Place to Work”

Business Journal BPTW

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 100 percent and ranked by Quantum Workplace. The 25 top-rated companies in three size categories — small, medium and large—and 10 extra-large companies are honored by the Washington Business Journal as the 2017 “Best Places to Work.”

When asked about how Monument grew to be a “Best Place to Work,” President and Co-Founder Dean J. Catino, CFP®, CPWA®, responds, “Monument began with an outstanding Team — our success is directly linked to a culture of collaboration and accountability that thrives on delivering excellence to our clients.”

Along with Monument’s feature in Washington Business Journal’s 2013 to 2017 “Best Places to Work” rankings, Monument made Entrepreneur’s 2016 Entrepreneur360 list, was featured in Research Magazine’s 2012 article, “A Cool Place to Work: How Advisory Firms Are Attracting, Retaining Top Employees,” and was named a 2013 Washingtonian “Small Gem,” among other awards.

View the full “Best Places to Work” list here!

A Few Reasons Why We Are One of The Best Places to Work

We love our dog mascots!  We often have at least three dogs in the office once or twice a week to keep us company. They even got their own video! Check out “Dear Human” to see all of the puppy eye stares and tail wagging we receive on a weekly basis.

Washington Business Journal Monument Team Photo

Washington Business Journal Monument Dog in Office

Financial Planning Intern, Jeffrey Thomas explains, “From an intern’s perspective, I think Monument is the best place to work because of the company’s culture. The office is a very open, collaborative, modern, and innovative. Everyone participates and gives input into what is happening and what is best for our clients. Personally, Monument has ‘invested’ in me in a way that I did not expect. They helped me to further learn and develop within the financial planning industry.”

Monument’s Client Service Associate, Cathleen Phelps, adds that “Monument’s culture is based on integrity, creativity, trust and hard work which means excellent and personal service for our clients and a great deal of job satisfaction for our team. It’s easy to be happy at work when you know you are doing the very best by your clients and when you respect, trust and genuinely like the people you work with!”

See more about why we love working at Monument Wealth Management in this short video: “Best Place to Work” 2017!

Washington Business Journal Monument Team Toast

About Washington Business Journal

“The Washington Business Journal is owned and operated by American City Business Journals, the nation’s largest publisher of metropolitan business newspapers. American City Business Journals also includes Bizjournals, the new media division, which operates the Web sites for each of the company’s 43 business journal markets. The Washington Business Journal has been Greater Washington’s leading source of business news and information for 30 years, providing over 150,000 business executives with comprehensive news on local people and their companies, as well as industry trends, tips and strategies and award-winning critical analysis. For more information, please visit www.washingtonbusinessjournal.com.”

Please see our important disclosure information.

*Award Criteria: The company must have a minimum of 10 employees to qualify. Companies will be ranked in small, medium, large and extra large categories. The amount of employees needed to complete the survey goes as following for company size.: Less than 50 employees = 85%, 51-150 = 70%, 151 – 500 = 50%, 501 – 1,000 = 30%, 1,001-3,000 = 15%, 3,001 – 5,000 = 8%, More than 5,000 = 5%.  Employee-based Survey by Quantum Market Research evaluates: Team effectiveness, Retention, Employee alignment with company goals, Trust with co-workers, Individual contribution, Manager effectiveness, Trust in senior leaders, Feeling valued, Work engagement, People practices, Communication and Resources, Individual Needs, Manager Effectiveness, Personal Engagement, Team Dynamics, Trust in Leadership

IMPORTANT DISCLOSURE INFORMATION

Please remember that past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Monument Capital Management, LLC [“MCM”]), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.   

Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions.  Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from MCM. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. MCM is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice.  

A copy of MCM’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request or at www.monumentwealthmanagement.com/disclosures.  

Please Note: MCM does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to MCM’s web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.  

Please Remember: If you are a MCM client, please contact MCM, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.  Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently. Please Also Remember to advise us if you have not been receiving account statements (at least quarterly) from the account custodian.  

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