A complete list of active advisors currently associated with Armbruster Capital Management, Inc.

Warmer can help you find a great advisor at Armbruster Capital Management, Inc. or one who fits your needs even better.

Armbruster Capital Management serves individual and high-net-worth clients as well as institutions such as pension plans, trusts, and charitable organizations, offering discretionary portfolio management, financial planning advice at no additional charge, and sub‑advisory services. The firm operates on a fee‑only basis and states its fiduciary role in advising on account rollovers and transfers. The firm’s investment approach emphasizes long‑term, buy‑and‑hold portfolios implemented primarily with low‑cost, index‑based ETFs and mutual funds, combined with quantitative tilts (size, value, momentum), periodic rebalancing, and selective use of alternative asset classes and individual bonds to manage risk and tax outcomes. Portfolios are customized to clients’ tax situations and preferences, and ACM discloses regular performance reporting and client statements as part of its review process. What distinguishes ACM from many peers is its explicit disclosure of affiliations and third‑party relationships: the CEO’s concurrent role at Fischer Investment Group and the firm’s active pursuit of sub‑advisory relationships are described along with policies to segregate operations and limit information flow. The brochure also notes the firm’s use of borrowing (margin) in client accounts and explains how negative cash balances affect billing, and it documents that ACM provides public performance reporting (and advertises performance), a practice that is less common among similar team firms.

To learn more about the advisors currently working at Armbruster Capital Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.