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John W

CFP®, Series 63

Washington, DC

Armstrong, Fleming & Moore, Inc.

John Wittelsberger Jr. is a CFP® with nine years of industry experience, currently serving at Armstrong, Fleming & Moore, Inc. He has been with the firm since 2014 and also has a decade of association with Commonwealth Financial Network. Armstrong, Fleming & Moore offers portfolio management, financial planning, and retirement consulting primarily to high-net-worth individuals, emphasizing tailored investment allocations and fundamental analysis. The firm combines discretionary and non-discretionary services, working closely with Commonwealth Financial Network to provide access to various programs and sub-advisors.

Retirement income strategy Wealth management Real estate investing Executive Founder/Business Owner Established Professionals
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Carl H

CFP®, Series 63

Washington, DC

Armstrong, Fleming & Moore, Inc.

Carl Holubowich is a CFP® with 21 years of industry experience and is a member of Armstrong, Fleming & Moore, Inc. He has been with Armstrong, Fleming & Moore since 2005 and with Commonwealth Financial Network since 2009. Armstrong, Fleming & Moore offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting primarily to high-income and high-net-worth individuals and qualified retirement plans. The firm emphasizes tailored allocations and fundamental analysis, managing portfolios for multi-year horizons and utilizing a range of programs through Commonwealth Financial Network.

Retirement income strategy Wealth management Real estate investing Executive Founder/Business Owner Established Professionals
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Zachary K

CFP®, Series 63

Washington, DC

Armstrong, Fleming & Moore, Inc.

Zachary Kaufman is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Armstrong, Fleming & Moore, Inc. based in Washington, DC. His background includes multiple roles at Armstrong, Fleming & Moore, Inc. and academic positions at George Washington University. Armstrong, Fleming & Moore provides portfolio management, financial planning, retirement plan consulting, and hourly consultation services, primarily serving high-income and high-net-worth individuals. The firm uses a tailored investment approach with fundamental analysis and manages portfolios over multi-year horizons, often in partnership with Commonwealth Financial Network.

Retirement income strategy Wealth management Real estate investing Executive Founder/Business Owner Established Professionals
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Elizabeth S

CFP®, Series 63

Washington, DC

Armstrong, Fleming & Moore, Inc.

Elizabeth Schleifer is a CFP® with eight years of industry experience, currently serving as an advisor at Armstrong, Fleming & Moore, Inc. She has been with the firm since 2016 and is also affiliated with Commonwealth Financial Network. Outside of her advisory work, she was involved with Cava Mezze for over a decade. Armstrong, Fleming & Moore provides portfolio management, financial planning, and retirement plan consulting primarily to high-net-worth individuals and qualified retirement plans. The firm’s investment approach focuses on tailored allocations and fundamental analysis, with services often delivered through partnerships with Commonwealth Financial Network.

Retirement income strategy Wealth management Real estate investing Executive Founder/Business Owner Established Professionals
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Mitchell S

CFP®, Series 63

Washington, DC

Armstrong, Fleming & Moore, Inc.

Mitchell Strobel is a CFP® with 15 years of industry experience, currently serving as an advisor at Armstrong, Fleming & Moore, Inc. He has been with Armstrong, Fleming & Moore since 2009 and also associated with Commonwealth Financial Network throughout his career. Armstrong, Fleming & Moore provides portfolio management, financial planning, and retirement plan consulting services primarily to high-income and high-net-worth individuals. The firm emphasizes tailored allocations and fundamental analysis, managing portfolios over multi-year horizons with an investment committee overseeing reviews.

Retirement income strategy Wealth management Real estate investing Executive Founder/Business Owner Established Professionals
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Sumedha M

CFP®, Series 63, Series 66

Washington, DC

Armstrong, Fleming & Moore, Inc.

Sumedha Malhotra is a CFP® professional with 13 years of industry experience, currently serving at Armstrong, Fleming & Moore, Inc. since 2019. Her prior roles include financial advisory positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services, LLC. Armstrong, Fleming & Moore provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting primarily to high-net-worth individuals and qualified retirement plans. The firm emphasizes tailored investment allocations and fundamental analysis, managing portfolios over multi-year horizons with oversight from an investment committee.

Retirement income strategy Wealth management Real estate investing Executive Founder/Business Owner Established Professionals
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Ryan F

CFP®, Series 63

Washington, DC

Armstrong, Fleming & Moore, Inc.

Ryan Fleming is a CFP® with 30 years of industry experience, currently serving as co-owner, president, and director of Armstrong, Fleming & Moore, Inc. He has been with Armstrong, Fleming & Moore since 2005 and associated with Commonwealth Financial Network since 2009. Fleming is involved in fixed insurance sales conducted from the branch location. Armstrong, Fleming & Moore provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting primarily to high-net-worth individuals and qualified retirement plans. The firm’s approach emphasizes tailored allocations and fundamental analysis, with portfolios managed for multi-year horizons and reviewed by an investment committee.

Retirement income strategy Wealth management Real estate investing Executive Founder/Business Owner Established Professionals
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Christopher R

CFP®, Series 63

Washington, DC

Armstrong, Fleming & Moore, Inc.

Christopher Rivers is a CFP® with 20 years of industry experience. He is associated with Armstrong, Fleming & Moore, Inc. and has worked at Commonwealth Financial Network since 2009. Armstrong, Fleming & Moore provides portfolio management, financial planning, retirement plan consulting, and consultation services primarily to high-income and high-net-worth individuals and qualified retirement plans. The firm employs a tailored investment approach with fundamental analysis and offers services through programs in partnership with Commonwealth Financial Network.

Retirement income strategy Wealth management Real estate investing Executive Founder/Business Owner Established Professionals
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Joshua K

CFP®, Series 63

Washington, DC

Armstrong, Fleming & Moore, Inc.

Joshua Kaplan is a CFP® with five years of experience in financial advising. He is currently associated with Armstrong, Fleming & Moore, Inc. and has held prior roles at Commonwealth Financial Network, Mariner Wealth Advisors, and Alpha Omega Wealth Management. Armstrong, Fleming & Moore provides portfolio management, financial planning, and retirement plan consulting services primarily to high-net-worth individuals and qualified retirement plans. The firm emphasizes tailored allocations and fundamental analysis, offering a range of services through partnerships with Commonwealth Financial Network.

Retirement income strategy Wealth management Real estate investing Executive Founder/Business Owner Established Professionals
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Lucas C

CFP®, Series 63

Washington, DC

Armstrong, Fleming & Moore, Inc.

Lucas Campbell is a CFP® with three years of industry experience and is currently affiliated with Armstrong, Fleming & Moore, Inc. He has been with Armstrong, Fleming & Moore since 2022 and previously worked at Red Clover Financial Planning and other firms. Armstrong, Fleming & Moore provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting primarily for high-income and high-net-worth individuals. The firm emphasizes tailored portfolio allocations and fundamental analysis, managing accounts with multi-year horizons and offering services through programs in partnership with Commonwealth Financial Network.

Retirement income strategy Wealth management Real estate investing Executive Founder/Business Owner Established Professionals
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Mary M

CFP®, Series 63

Washington, DC

Armstrong, Fleming & Moore, Inc.

Mary Moore is a CFP®-certified financial advisor with 23 years of industry experience. She is affiliated with Armstrong, Fleming & Moore, Inc., where she has worked since 2005, and has also been associated with Commonwealth Financial Network since 2009. Moore serves as treasurer, director, and part owner of Armstrong, Fleming & Moore, focusing primarily on asset management and financial planning. Armstrong, Fleming & Moore provides discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and hourly consultation services primarily to high-net-worth individuals and qualified retirement plans. The firm emphasizes tailored portfolio allocations, fundamental analysis, and multi-year investment horizons, delivering many services through partnerships with Commonwealth Financial Network.

Retirement income strategy Wealth management Real estate investing Executive Founder/Business Owner Established Professionals
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