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

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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 …

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8 Impressive Examples of Content Marketing in the Financial Services Industry

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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., …

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

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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

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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 …

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Goldman Sachs 10,000 Small Businesses Class

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Monument Wealth Management’s David B. Armstrong, CFA, Accepts Honorable Invitation to Goldman Sachs 10,000 Small Businesses Class. WASHINGTON, Oct. 21, 2014 /PRNewswire/ — Monument Wealth Management, a financial advisory firm that helps accomplished entrepreneurs transition to a life of long-term financial independence, announced today that Managing Director and Co-Founder,David B. Armstrong, CFA, had the honor of being a scholar in the …