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 > 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 …


How to Develop Advocates for Consistent, Ideal Referrals

Outside Resource Featured Articles

Our first in an ongoing ‘Adviser’s Consultant’ series, featuring successful practice management strategies of advisers. By Liz Skinner Read article on InvestmentNews > Monument Wealth Management depends on its “advocates” for 90% of its new business, so president and co-founder Dean Catino spends much of his days keeping investment banking and other professionals up to speed on what his firm …