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Top Financial Advisors in Northern Virginia: The Monument Team Does it Again
Our very own Co-Founders David B. Armstrong, CFA and Dean J. Catino, CFP®, CPWA® were once again featured as Top Financial Advisors in Northern Virginia Magazine! The nominations were submitted by local financial professionals through Northern Virginia Magazine’s annual survey. We’re proud to be able to tell you that when our peers are asked “Which Financial Professionals would you trust your family and friends with?”, they point to us.
In an industry defined by it’s competitive nature, peer affirmation is something that’s often overlooked…But these professionals are the people who know our industry best.
Financial professionals often have to work across industry lines to meet the many needs of 21st century entrepreneurs, business owners and executives. One of the ways we help our clients is by building relationships with other top professionals such as CPAs, Trust and Estate Attorneys, Investment Bankers, and often times other financial advisors, too.
Being a lifelong learner is essential for a company that’s always searching for a better way. In the pursuit of perfection, we’re comfortable with change, and sometimes the best people to learn from are our peers who try something new and are getting it right. Of course we share our best practices with them, too, through speaking at and attending conferences, appearing as guests on podcasts, getting active in financial industry professional groups, and simply giving each other a call to see what’s new. When someone asks us how we do things, we love to share, because the best way to service our clients is to help each other rise to the challenge. We believe our peers recognize this, too, and while sometimes these financial professionals are technically competitors, we prefer the term colleagues when they respect us, what we do, and how we do it.
Creating a symbiotic relationship with our clients and peer organizations is one of the traits that has allowed Monument to receive recognition and thrive in its environment. When we think highly of our vocational peers, we want to recommend them for recognition the same way they recommend us. It’s not just about winning, but helping the right people win along side us. First and foremost that means bringing in not just any clients, but the right clients. We want to make sure if we’re going to work together, we’re the firm that’s best suited to help them achieve their goals.
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.