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The Social Networker

Monument Wealth Management in Research Magazine

Monument Wealth Management and David B. Armstrong, CFA were featured in Think Advisor magazine for innovative ways of running our business. Here’s an excerpt from the piece:

 

David B. Armstrong CO-FOUNDER AND MANAGING DIRECTOR, MONUMENT WEALTH MANAGEMENT, LPL FINANCIAL, ALEXANDRIA, VA WHY MONUMENT WEALTH’S PARTNERS PAINTED THEIR NEW WIRELESS FINANCIAL PLANNING ROOM RED:

“If planning is all about thought and collaboration and creativity, let’s make sure the place really screams: ‘You have come here to work and create!’”

When David B. Armstrong pitches prospective clients, he gives them an iPad to help follow along with his slide presentation. (“It makes the pitch book obsolete,” he says. “The impression: ‘These guys are early adopters. They think outside the box.’”)

Armstrong, 43, tweets often and edgily about articles he disagrees with. (“If I say this article has it all wrong, people say ‘Wow, this guy has an opinion. Let’s learn more about this guy,’ and they’ll google Monument Wealth Management.”)

Read more on the Think Advisor website…

 

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