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Monument Team Rated Top Financial Advisors, by Financial Advisors

Top-Financial-Advisor-2021

Monument Wealth Management’s Co-Founders, David B. Armstrong, CFA and Dean J. Catino, CFP® have done it once again! Both were highlighted as 2021 Top Financial Advisors in Northern Virginia Magazine. Recommendations from local financial professionals deemed Monument Wealth worthy of such high praise for the fourth year in a row. We believe it’s due to our commitment to our clients, our industry and our community.

While working to create a simple and smooth experience for our clients, we also strive to improve the field for our colleagues, fellow financial professionals, and community. Speaking our unfiltered and straightforward opinion, Monument cuts through the fluff on current financial topics in our “Off the Wall” Blog and Podcast. In an industry where one can often get lost in jargon, Monument helps keeps things clear and concise–acting as a fearless navigator in the sea of online information.

However, we don’t limit ourselves to our online presence—we also take a more tangible approach. Monument values contributing monetarily and volunteering at local non-profits including (to name a few) the Ronald McDonald House Charities of the Greater Washington DC area, Community Foundation for Northern Virginia and of course our local Lab rescues. Monument is committed to creating positive change within Northern Virginia both in and out of the financial industry.

Committed to lifelong learning and contemporary evolvement, Monument’s dynamic and concise nature is not only recognized by our clients, colleagues and community, but also by industry publications. Dave has been featured on numerous podcasts and shows such as “Barron’s” and “Get Real!” and Dean has been featured in various industry publications to help advance our community through unfiltered opinions and advice. Dean notes that one of the primary reasons we’ve been recognized with this award is because, “Our clients and the Monument Team move through life with a desire to constantly be learning and enhancing the world around us. Said a bit differently, we are all searching for a better way.”

Here at Monument, we move people forward–not only our clients but also our teammates and community–crafting a supportive and uplifting climate where everyone can succeed.

IMPORTANT DISCLOSURE INFORMATION

Please remember that past performance is no guarantee 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 [“Monument”]), 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 Monument. 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. No amount of prior experience or success should be construed that a certain level of results or satisfaction will be achieved if Monument is engaged, or continues to be engaged, to provide investment advisory services. Monument 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 Monument’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: Monument 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 Monument’s website 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.

Historical performance results for investment indices, benchmarks, and/or categories have been provided for general informational/comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.  It should not be assumed that your Monument account holdings correspond directly to any comparative indices or categories. Please Also Note: (1) performance results do not reflect the impact of taxes; (2) comparative benchmarks/indices may be more or less volatile than your Monument accounts; and, (3) a description of each comparative benchmark/index is available upon request.

Please Remember: If you are a Monument client, please contact Monument, 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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