Explore Our
“Off The Wall” Blog
Unique, straight-forward, unfiltered opinion on topics of concern for individuals with newfound wealth.
Top Financial Advisors in Northern VA
Monument named among top financial advisors in Northern VA for third consecutive year by Northern Virginia Magazine!
We know what differentiates us in a sea of sameness, the single thing that no one else can offer or replicate, is our Team’s unique, straight forward, unfiltered opinion. That’s why during the tumultuous times of 2020, we prioritized checking in on our clients and communicating openly and frequently with our network to provide a steady stream of thoughts and advice when people needed it most.
Showing our community that we are here to help guide them through the rough times is a major contributor to why, when asked who they would trust to give financial planning advice to their family and friends, our peers nominated us and Northern Virginia Magazine named us one of the top financial advisors in Northern VA.
Digital Efforts in a Tumultuous World
One major change we made in 2020 is shifting to a fully remote workforce to keep our clients and our Team safe from COVID. Since one of our Team members already works out of Texas, we were grateful to have all the top-tier technology already in-use for when the rest of our team began working from home, creating a smooth transition for both us and our clients.
In fact, during these challenging times, we found some silver linings from going remote:
- Using video calls, our team is able to keep in close touch and we do not have to sacrifice meeting quality with our clients.
- Our busy clients no longer have to take time to drive to our office for meetings and our Team can spend more time with our families instead of sitting in commuter traffic.
- Since we’re in a real-life test of our Business Continuity Plan, we can identify and iron out the rough edges.
- We’re looking at business development through a new lens, increasing our digital efforts which opens up a whole new world of possibilities for our firm and the people we can reach and help.
As a company, we are always searching for a better way… whether it’s effectively communicating with and catering to our clients in unique circumstances, being on the front end of technological advances in our industry, or searching for new ways to reach more people that need our help, we refuse to stick to the status quo!
This commitment to positive change, coupled with our renegade spirit, is why Monument Co-Founders David B. Armstrong, CFA and Dean J. Catino, CFP®, CPWA® have been recognized as Top Financial Advisors in Northern Virginia Magazine for the third year running. (See 2018 and 2019 here!)
See the full list in the September issue of Northern Virginia Magazine or on their website >
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.
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.