Arlington Investment Advisors

Arlington Investment Advisors provides investment management and financial planning services to individuals, families, and small businesses, offering portfolio management, retirement and education planning, and portfolio analysis. The firm manages approximately $24 million in client assets and works with a limited client base to deliver those services.

The firm typically manages accounts on a non-discretionary basis, seeking client approval before executing trades, and builds portfolios primarily with ETFs that track major market indices while accommodating individual stocks, bonds, and sector ETFs when aligned with client objectives. Financial planning is delivered using third‑party planning technology (e.g., MoneyGuidePro) and the adviser can implement strategies via custodial platforms and third‑party managers accessed through the Charles Schwab Marketplace, including managers from Eaton Vance and Raymond James.

What distinguishes the firm from many peers is its emphasis on non‑discretionary relationships (an uncommon model among independent advisers) combined with a public education focus: the adviser offers no‑cost educational seminars and teaches courses through community education and a private academy, and also publishes industry material and a book. The firm has recently added capacity to use exchange portfolios and separately managed strategies through marketplace managers, enabling clients (for example those with large single‑stock positions) to pursue tax‑efficient diversification options that are not typical for a firm of this size.