Community_Leader_Care_Award_2019

Monument Recognized as Community Leader through 4th Consecutive CARE Award

The Monument Wealth Management Team Featured Articles

Northern Virginia Family Service has once again named Monument a socially conscious community leader for it’s proactive civic engagement and employee friendly work environment! Why should you want to work with a CARE Award Winner? The CARE Award recipients represent a community whose work environments not only adhere to exceptional professional standards, but also foster thriving creativity within their teams, …

Top Financial Advisors in Northern Virginia

Top Financial Advisors in Northern Virginia: The Monument Team Does it Again

The Monument Wealth Management Team Featured Articles

Our very own Co-Founders David B. Armstrong, CFA and Dean J. Catino, CFP®, CPWA® were once again featured as Top Financial Advisors in Northern Virginia Magazine!  The nominations were submitted by local financial professionals through Northern Virginia Magazine’s annual survey. We’re proud to be able to tell you that when our peers are asked “Which Financial Professionals would you trust …

Top_Financial_Advisors_Future_50

“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 …

Best Financial Advisors in Alexandria VA

Best Financial Services in Alexandria

The Monument Wealth Management Team Featured Articles

At Monument our first measure of success isn’t about how much revenue we make, but how much we’ve helped people.  That’s why nothing means more to us than being able to tell you we’re considered one of the three best Financial Services firms in the eyes of the community we serve. Three Best’s thorough and selective 12-category 50-Point Inspection takes …

A Well-Deserved Makeover

Brittany R. Dewberry Weekly Market Commentary

Before I dive into the details of Monument’s makeover, I’ll start by tagging on two REALLY EXCITING updates—we have two new Team members, and quite a few recent awards! Monument’s New Team Members Over the summer, we hired Erin Hay, CFA, our new Private Wealth Advisor and Portfolio Manager, as well as Brittany Gabel, a local multimedia artist and designer …

Jessica L. Gibbs Forbes Winner

“The Future of Wealth Management is Here.” – Forbes

The Monument Wealth Management Team Featured Articles

Monument Wealth Management’s Jessica L. Gibbs, CFP® is Named on Forbes 2019 Next-Gen Best-In-State Wealth Advisors List! Our Team is proud to announce our Director of Private Wealth Design, Jessica L. Gibbs, CFP® has been chosen as one of Forbes’ Best-In-State Next-Gen Wealth Advisors for 2019. The list recognizes the top wealth advisors in each state representing the future of …

Women Rock at Monument!

Dean J. Catino,CFP®, CPWA® Weekly Market Commentary

Every March 8th is International Women’s Day, and this year’s theme is “Think Equal, Build Smart, Innovate for Change.”  The theme really resonated with me because we have such an incredible team and culture at Monument, due in large part to the fact that our team is comprised of 67% women! We pride ourselves on being razor sharp, innovative, collaborative …

Forbes 2019 Winners

Monument Listed as Forbes Best-In-State Wealth Advisors

The Monument Wealth Management Team Featured Articles

This year’s Best-In-State Wealth Advisors list spotlights over 3,000 top advisors across the country who were nominated by their firms—and then researched, interviewed and assigned a ranking within their respective states. This year, our very own David B. Armstrong, CFA and Dean J. Catino, CFP®, CPWA®  made it onto the coveted list!  The two co-founders share an entrepreneurial and renegade …

Forbes 2019 Winners

We’ve Stopped Trying

David B. Armstrong, CFA Weekly Market Commentary

I caught up with a friend the other day over lunch and we inevitably got to talking about how business was going. Monument had a great year last year. He asked, “Why?” Good question. I think it’s because we stopped trying.  Well, not really, but kinda… Let me explain… In D.C., monuments are part of our landscape. They are part …

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 …