A complete list of active advisors currently associated with Armor Investment Advisors, LLC

Warmer can help you find a great advisor at Armor Investment Advisors, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Armor Investment Advisors, LLC, 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.

Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)