CARE_Awards_Wealth Management

Monument Wealth Honored as Community Leader Through CARE Awards

Brittany R. Dewberry Featured Articles

For the third consecutive year, Northern Virginia Family Service (NVFS) selects Monument Wealth Management as a community leader with family-friendly policies and outstanding employee engagement to receive its Companies As Responsive Employers (CARE) Awards. For more than 25 years, the CARE Awards have recognized outstanding companies making Northern Virginia a better place for everyone to work, live and play. Community …

Success Podcast

Monument Team on Steve Sanduski’s “Between Now and Success” Podcast

The Monument Wealth Management Team Featured Articles

Listen to the Monument Team on Steve Sanduski’s Between Now and Success podcast!  In this episode, Sanduski discusses: Monument’s internship program with Brand Manager, Brittany Dewberry and Design Intern, Kristie Beyer Monument’s succession planning with Senior Financial Planner, Jessica Gibbs, CFP® and President and Co-Founder, David Armstrong, CFA Some highlights of Dave’s career transition from the United States Marine Corps to …

Outstanding Corporate Citizenship Awards 2018

Monument Wealth Management Nominated for Outstanding Corporate Citizenship Award

The Monument Wealth Management Team Featured Articles

Monument Wealth Management has been nominated for Northern Virginia Chamber of Commerce’s Outstanding Corporate Citizenship Award for above-and-beyond business leadership, employee engagement, and corporate social responsibility. Our Monument Team is proud to announce our nomination for the 2018 “Outstanding Corporate Citizenship Award” run by Northern Virginia Chamber of Commerce. To qualify, a small business must have less than 100 employees …

American Express Open Forum - Featured Image

Employee Retirement: 4 Options for Offering Your Workers a Savings Plan

Outside Resource Featured Articles

Providing employee retirement benefits can help build loyalty among your staff and increased job satisfaction. But where can you start?  Business owners will benefit from reading this article on AmericanExpress.com, which features our President & Co-Founder, Dean J. Catino, CFPⓇ, CPWAⓇ. Read “Employee Retirement: 4 Options for Offering Your Workers a Savings Plan” on the American Express website >  

Kitces Nerds Eye View

David Armstrong on Michael Kitces’ “Financial Advisor Success” Podcast

Outside Resource Featured Articles

Listen to Monument’s President and Co-Founder, David B. Armstrong, CFA on Michael Kitces’ Financial Advisor Success Podcast!  In this episode, Kitces and Armstrong discuss all types of decisions business owners face, including custom designing your office for a better data gathering experience. Read the transcript and listen to the Financial Advisor Success Podcast here on Michael Kitces’ Nerd’s Eye View website …

Business Journal BPTW

Monument Listed as a 2017 “Best Place to Work”

The Monument Wealth Management Team Featured Articles

This marks the Fifth Consecutive Year Monument Wealth Management has been Named One of Washington Business Journal’s “Best Places to Work!” Monument Wealth Management has, for the fifth year in a row, been named one of the “Best Places to Work” by Washington Business Journal. Nominated businesses meeting criteria for location and company size were assigned a score out of …

On Wall Street

Building Awareness and Credibility by Becoming a Thought Leader

Outside Resource Featured Articles

In this On Wall Street article by Katie Kuehner-Hebert, our President and Co-Founder, Dean J. Catino, CFPⓇ, CPWAⓇ, touches on a few ways Monument builds awareness and credibility… In her article, Kuehner-Hebert writes: “The advisers at Monument Wealth Management in Alexandria, Virginia have had thought leader pieces published in Financial Planning magazine, The New York Times and The Washington Post, says Dean Catino, a …

On Wall Street

How Bringing in Advisers from Competitors Boosts a Practice

Outside Resource Featured Articles

In this On Wall Street article by Katie Kuehner-Hebert, our President and Co-Founder, Dean J. Catino, CFPⓇ, CPWAⓇ, explains why Monument doesn’t always “bite” when approached to buy another practice… In her article, Kuehner-Hebert writes: “Monument Wealth Management in Alexandria, Virginia, has been approached several times during the past nine years about buying another practice. But it hasn’t bitten because the firm’s model …

content marketing

8 Impressive Examples of Content Marketing in the Financial Services Industry

Outside Resource Featured Articles

By Lauren Kaye, Marketing Editor at Brafton Inc. Read the Full Article on Brafton.com > Marketers in the financial services industry are usually afraid of content marketing and social media, even though they understand how important these approaches are for success today. Concerns about compliance hold them back. Burdened by the need to provide disclaimers about financial advice, market predictions, etc., …

washington business journal best places to work

Cool Offices: Marine Turned Money Manager Keeps His History Alive (Video)

Outside Resource Featured Articles

By Sara Gilgore, Digital Producer at Washington Business Journal See the video and article on the Washington Business Journal website > Walk into David Armstrong’s personal office and an explosion of color pulls your eyes to the opposing wall. Vibrant hues splattered over an orange backdrop mimic the drip-painting style Jackson Pollock made famous. Nearly illegible, the letters “CM” hide in the …