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Northern Virginia Magazine’s List of “Top Financial Professionals” Names Monument Team Members
Monument Wealth Management’s David B. Armstrong, CFA, Dean J. Catino, CFP®, CPWA®, and Eitan Z. Boral, CFA are recognized as Top Financial Professionals in Northern Virginia Magazine!
Our Team is honored to be recognized on Northern Virginia Magazine’s 2018 list of Top Financial Professionals. We were nominated by local financial professionals through Northern Virginia Magazine’s annual survey. The local professionals were asked to submit nominations with this question in mind:
“If you had a close friend or relative who needed financial planning advice, and you could not handle the case yourself, to whom would you refer them?”
Our Co-Founders David B. Armstrong, CFA and Dean J. Catino, CFP®, CPWA®, as well as our Portfolio Management Associate, Eitan Z. Boral, CFA received the amount of nominations needed to be featured on this year’s list.
Why Did We Make the Top Financial Advisors in Northern Virginia List?
The Monument Team’s number one priority is to be a fiduciary for our clients. This means always acting in our clients’ best interest and being a long-term advocate for their wants and needs. With this priority leading all others, we build strong, long-lasting relationships based on mutual trust and respect with clients, peers and of course our very own teammates here at Monument. We feel that always acting as a fiduciary combined with fostering an creative and inclusive company culture are the reasons we made Northern Virginia Magazine’s list of Top Financial Professionals.
“It means a lot that local professionals would refer us to their family and friends—We take that to heart and will continue to follow through on serving our clients as fiduciaries and developing meaningful relationships with them and their loved ones,” says President and Co-Founder, Dean Catino.
The Monument Team is pleased to be a part of our vibrant Northern Virginia community and to be able to work with some of the most successful entrepreneurs and professionals in our area.
About Northern Virginia Magazine
Northern Virginia Magazine strives to celebrate a region teeming with entrepreneurs and philanthropists; educators and politicians; entertainers and artists; families and students. Through a pastiche of compelling narratives and informative prose, Northern Virginia Magazine explores and discovers the personalities that make up our eclectic neighborhoods and thriving businesses.
Please see important disclosure information.
*Northern Virginia Magazine surveyed thousands of industry experts and asked them to identify the leaders in the field. Professionals who received the most votes by their peers were named to the list.
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 the 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.
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