2017 CARE Awards Great Place to Work

Monument Wealth Management Honored As Great Place to Work Through CARE Awards

The Monument Wealth Management Team Featured Articles

Northern Virginia Family Service (NVFS) selects Monument Wealth Management as a leader in family-friendly policies, employee engagement and community impact to receive its Companies As Responsive Employers (CARE) Award. For 25 years, the Companies As Responsive Employers (CARE) Awards, presented by Northern Virginia Family Service (NVFS), have provided insight into employees and programs, offered a forum for innovative thinking and …

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 …

Financial-Planning

Pro Bono Work Attracts Appreciative Clients

Outside Resource Featured Articles

FinancialPlanning‘s Katie Kuehner-Hebert featured Monument’s President and Co-Founder, Dean J. Catino, CFPⓇ, CPWAⓇ, in her article, “Pro Bono Work Attracts Appreciative Clients.” In her article, Kuehner-Hebert writes: “Advisers do pro-bono work to give back, but one side benefit could be that those in the community are impressed and want to become clients…. Dean Catino, a CFP and the co-founder and president of Monument …

northern-virginia-family-service-care-award

Monument Honored As Great Place to Work Through CARE Awards

The Monument Wealth Management Team Featured Articles

Northern Virginia Family Service (NVFS) selects Monument Wealth Management as a leader in family-friendly policies, employee engagement and community impact to receive its Companies As Responsive Employers (CARE) Awards. For 24 years, the Companies As Responsive Employers (CARE) Awards, presented by Northern Virginia Family Service (NVFS), have provided insight into employees and programs, offered a forum for innovative thinking and …

MarketWatch

Armstrong Speaks at ADVocate RIA Symposium

The Monument Wealth Management Team Featured Articles

David B. Armstrong, CFA Speaks at LPL Financial’s 2015 ADVocate RIA Symposium LPL Financial’s ADVocate RIA Symposium is an exclusive, in-depth networking and idea exchange event held each year for Registered Investment Advisors.  Armstrong was invited to attend and speak on a panel discussing how to prepare for, and what to expect from advisor SEC exams. Leading up to the …

washington business journal best places to work

Monument is Finalist for 2015 Citizenship Award

The Monument Wealth Management Team Featured Articles

Monument Wealth Management is One of Four Finalists for the Washington Business Journal’s 2015 Citizenship Award! Each Year, Washington Business Journal holds a Corporate Philanthropy Award program to honor businesses in the Washington, D.C. area that give back to their community.  This year, Monument Wealth Management is one of four finalists for the 2015 Citizenship Award, which is a part of the …

COMMIT Foundation

COMMIT Foundation’s 2nd Annual Gala

The Monument Wealth Management Team Featured Articles

Monument Wealth Management Steps Up as Gold Sponsor for COMMIT Foundation’s 2nd Annual Gala in Honor of Transitioning Veterans For years now, Monument Wealth Management has been supporting COMMIT Foundation, which helps transition veterans into the civilian business world.  COMMIT Foundation’s mission “is to change the way Veterans think about their transition from the military,” and their overall goal “is to …

washington business journal best places to work

Greater Washington’s Best Places to Work of 2015

The Monument Wealth Management Team Featured Articles

Monument Wealth Management is Named One of “Greater Washington’s Best Places to Work of 2015” by the Washington Business Journal WASHINGTON, D.C. (April 22, 2015) – For the third year in a row, Monument Wealth Management is proud to join the rankings of the top 25 small businesses in the greater Washington D.C. area, as rated by the Washington Business …

U.S. News and World Report Smarter Investor

10 Ways to Teach Your Kids About Finance

The Monument Wealth Management Team Featured Articles

Teaching your children how to manage money is a very rewarding experience. I am a certified financial planner and a father of four young children. Naturally, I want my children to be happy, healthy, educated and financially secure. I have noticed that it is challenging for parents to find time and interactive ways to engage their children in learning about …

InvestmentNews

Moore Tops List of Executives Who Have Left LPL in Last Year

Outside Resource Featured Articles

President was well-regarded, but his departure not considered a devastating blow. By Mason Braswell Read Article on InvestmentNews > The continuing ‘brain drain’ from LPL Financial continued on Tuesday with the surprising departure of the firm’s well-respected president, Robert Moore. News of Mr. Moore’s departure was a sad note for the many LPL advisers who knew him personally. It also …