Armor Investment Advisors, LLC logo

Armor Investment Advisors, LLC

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Client assets under management

$354,280,110

Clients

201

55% high-net-worth

Advisors

4

of 6 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

50

Typical

Average account size

$1,762,588

About

Armor Investment Advisors provides comprehensive financial planning, discretionary investment management, and investment consulting to individuals, high‑net‑worth families, foundations, and corporate retirement plans. The firm works with clients on estate and wealth preservation matters as well as pooled and institutional accounts, and offers participant‑directed retirement plan consulting alongside its individual wealth services.

Armor applies a team‑based fiduciary process that integrates ongoing Risk Assessments and Action Plans into portfolio construction, documenting objectives in Client Investment Policy Statements. Investment implementation uses a multi‑asset, core‑satellite approach informed by top‑down economic cycle analysis and five market pillars (valuation, momentum, technicals, sentiment, and flows), with regular monitoring and quarterly reporting.

Distinctive features include a focus on educating plan fiduciaries and plan participants—Armor explicitly provides fiduciary education and, upon request, can accept heightened ERISA 3(38) discretionary responsibility for retirement plans. The advisory team is composed of credentialed planners who combine planning and investment management at no additional fee and make use of custodian‑provided educational and networking resources as part of their operational model.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Investment consulting

Expertise

Wealth management Retirement income strategy

Occupation focus

Retired Founder/Business Owner

Demographic focus

Baby Boomers (Born 1946-1964) Established Professionals

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Fee options

Fixed

Fixed fees for financial planning generally range from $2,500 to $40,000.

Percentage

$0 - $500,000: 1.20% $500,001 - $1,000,000: 0.80% $1,000,001 - $5,000,000: 0.65% $5,000,001 - $15,000,000: 0.50% $15,000,001 - $25,000,000: 0.45% $25,000,001+: 0.40%

Project-based

$250 to $300 per hour for financial planning and consulting services.

Subscriptions

Financial planning services may be charged as monthly fees (amount not specifically stated).

Other

Minimum fee: Minimum fee of $1,500 per quarter Fee-only: Fee-only investment advisor; no commissions received.

Main office location

Armor Investment Advisors, LLC

4101 Lake Boone Trail, Suite 208

Raleigh NC 27607, United States

Number of offices

1

Most active in

Florida · Georgia · North Carolina · South Carolina · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

John P

CFP®, Series 65

Raleigh, NC

Armor Investment Advisors, LLC

John Purrington is a CFP® with 18 years of industry experience currently serving at Armor Investment Advisors, LLC in Raleigh, NC. He has been with Armor Investment Advisors since 2007. Outside of his advisory role, he manages family investment partnerships, coordinating activities with family members. Armor Investment Advisors serves individuals, families—including high-net-worth clients—and institutional entities by providing comprehensive financial planning, discretionary investment management, and investment consulting. The firm applies a team-based process under a fiduciary standard, integrating multi-asset-class portfolio construction with ongoing financial planning and educational support for retirement-plan sponsors and participants.

Wealth management Retirement income strategy Retired Founder/Business Owner Baby Boomers (Born 1946-1964) Established Professionals
user avatar

Graham S

CFP®, Series 63

Raleigh, NC

Armor Investment Advisors, LLC

Graham Shepherd is a CFP® with 12 years of experience in the financial industry. He has worked at Armor Investment Advisors, LLC since 2018 and previously held roles at Portfolio Brokerage Services, Inc. and Envestnet Asset Management, Inc. He holds the Series 63 designation. Armor Investment Advisors, LLC serves individuals, families, and institutional clients, including high-net-worth individuals, foundations, and retirement plans. The firm operates under a fiduciary standard and employs a team-based process integrating financial planning with investment management, utilizing a multi-asset-class, core-satellite approach guided by a five-pillar market framework.

Wealth management Retirement income strategy Retired Founder/Business Owner Baby Boomers (Born 1946-1964) Established Professionals
user avatar

Matthew M

CFP®, Series 63, Series 65

Raleigh, NC

Armor Investment Advisors, LLC

Matthew Miller is a CFP® with 12 years of industry experience, currently serving as an advisor at Armor Investment Advisors, LLC in Raleigh, NC. He has been with Armor since 2013. Armor Investment Advisors serves individuals, families, and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm offers comprehensive financial planning, discretionary investment management, and fiduciary consulting, utilizing a team-based process and a multi-asset-class investment approach informed by macroeconomic analysis and a structured market framework.

Wealth management Retirement income strategy Retired Founder/Business Owner Baby Boomers (Born 1946-1964) Established Professionals
user avatar

Allison M

CFP®

Raleigh, NC

Armor Investment Advisors, LLC

Allison Miller is a CERTIFIED FINANCIAL PLANNER® with five years of industry experience. She has worked at Armor Investment Advisors, LLC since 2019 and previously at WMS Partners, LLC and Kroger. Prior to her financial industry roles, she was affiliated with Virginia Polytechnic Institute & State University. Armor Investment Advisors serves individuals, families, and institutional clients, including high-net-worth clients and retirement plans. The firm employs a fiduciary standard and a team-based process that integrates financial planning with discretionary investment management using a multi-asset-class, core-satellite approach informed by macroeconomic analysis and a structured market framework.

Wealth management Retirement income strategy Retired Founder/Business Owner Baby Boomers (Born 1946-1964) Established Professionals
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