Monument Wealth Management

Monument Wealth Management (CRD# 159882) is a financial advisory firm headquartered in Alexandria, VA. They manage $199,788,074 in 1,096 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    200
    MILLION
  • Total Number of Accounts
    1,096
    ACCOUNTS
  • Average Account Value
    $182,288
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DC, FL, MD, NJ, NY, OH, PA, TX, VA

Financial Advisors at Monument Wealth Management
Showing 1 - 6 of 6 top financial advisors.
1
David B. Armstrong
CRD#: 4032241
1701 Duke Street, Suite 425, Alexandria, VA 22314
103
Wealthminder
score

David B. Armstrong is President and Co-founder of Monument Wealth Management, a registered investment advisor (RIA) located in Old Town Alexandria.  Founded in 2008, Monument is an independent financial advisory firm that helps accomplished entrepreneurs, executives, and other high-net-worth individuals transition to, and maintain, a life of long-term financial independence.

 

Recognized as by the Washington Business Journal as a Best Place to Work in DC every year since 2013, we share a unique culture and team-based perspective to creating solutions for our clients.  Please see our videos and our award-winning blog at www.monumentwealthmanagement.com  to learn more

2
Dean J. Catino
CRD#: 4452905
1701 Duke Street, Suite 425, Alexandria, VA 22314
96
Wealthminder
score

Dean Catino (CRD# 4452905) is an Investment Advisor Representative working at Monument Wealth Management in Alexandria, VA and has over 15 years of experience in the finance industry. Dean Catino has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Ann G. Schnorrenberg
CRD#: 1678943
1701 Duke Street, Suite 425, Alexandria, VA 22314
90
Wealthminder
score

Ann Schnorrenberg (CRD# 1678943) is an Investment Advisor Representative working at Monument Wealth Management in Alexandria, VA and has over 2 years of experience in the finance industry. Ann Schnorrenberg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Katherine B. Andes
CRD#: 5788165
1701 Duke Street, Suite 425, Alexandria, VA 22314
88
Wealthminder
score

Katherine Andes (CRD# 5788165) is an Investment Advisor Representative working at Monument Wealth Management in Alexandria, VA and has over 2 years of experience in the finance industry.

5
Michael P. Jacobs
CRD#: 2393907
1701 Duke Street, Suite 425, Alexandria, VA 22314
86
Wealthminder
score

Michael Jacobs (CRD# 2393907) is an Investment Advisor Representative working at Monument Wealth Management in Alexandria, VA and has over 24 years of experience in the finance industry. Michael Jacobs has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Spencer D. Rand
CRD#: 6144205
1701 Duke Street, Suite 425, Alexandria, VA 22314
81
Wealthminder
score

Spencer Rand (CRD# 6144205) is an Investment Advisor Representative working at Monument Wealth Management in Alexandria, VA and has over 4 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.