Wallingford, CT Office

Armstrong Advisory Group is an SEC‑registered wealth management firm that serves individuals (including high‑net‑worth clients), trusts, estates and small businesses with investment management, financial planning and related services such as retirement advice and donor‑advised fund account management. The firm manages approximately $1.67 billion for roughly 1,489 clients through a team of 14 advisors and operates a multi‑office model with 12 offices.

The firm’s investment approach is primarily long‑term and portfolio construction is driven by top‑down, macroeconomic asset‑allocation decisions with tactical adjustments implemented through ETFs, mutual funds and, when appropriate, individual securities. Portfolios are overseen by an investment committee that reviews security selections at least quarterly, discretionary accounts are rebalanced and monitored by advisors, and cash management includes use of the custodian’s sweep vehicle (swept cash has been excluded from the firm’s management fee since October 1, 2024).

Compared with many peers, Armstrong is notable for operating a larger multi‑office footprint and for sponsoring a wrap fee program that bundles trading costs into its asset‑based fee, as well as offering educational seminars and workshops to clients and prospects. The firm is affiliated with an insurance agency and some advisor representatives are licensed insurance agents who may receive commissions, it offers both “advised” variable annuity services and professional management for donor‑advised fund accounts, and it discloses these arrangements and the related conflicts of interest in its brochure.