“Future 50” Innovation Awards in Austin

The Monument Wealth Management Team Featured Articles

Even though we’re proud Washintonians, there’s nothing like a little travel to spice things up!  This October, we sent our Private Wealth Advisor, Erin Hay, CFA to represent Monument at the CityWire RIA Retreat in Austin, TX.  While he was there, Monument was recognized as a Future 50 Independent Wealth Manager winner by the CityWire team!   Every year, CityWire likes to “recognize 50 RIA firms that best represent our vision of the future of the industry” through independence, diversity and …

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 …

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 …

2018 You've Done This

A Thanks to Clients, a Look Forward and a Look Back

David B. Armstrong, CFA Weekly Market Commentary

If you are a client and occasionally skip reading a Monument Blog, please take a few minutes and read this one. Now that we have entered 2018, Monument is celebrating a DECADE anniversary. It’s amazing to type that. A decade. In January of 2008, the founders of Monument were sitting at a major wirehouse unaware of the doom that would …

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 …

entrepreneur magazine

Monument Named One of the “Best Entrepreneurial Companies In America” by Entrepreneur Magazine

The Monument Wealth Management Team Featured Articles

MONUMENT WEALTH MANAGEMENT, AN AFFILIATE OF MONUMENT CAPITAL MANAGEMENT, NAMED ONE OF THE “BEST ENTREPRENEURIAL COMPANIES IN AMERICA” BY ENTREPRENEUR MAGAZINE’S 2016 ENTREPRENEUR 360™ LIST Monument Wealth Management, an affiliate of Monument Capital Management, was recently recognized as one of the “Best Entrepreneurial Companies in America” by Entrepreneur Magazine’s Entrepreneur 360™ List, the most comprehensive analysis of private companies in …