A complete list of active advisors currently associated with Armstrong, Fleming & Moore, Inc.
Warmer can help you find a great advisor at Armstrong, Fleming & Moore, Inc. or one who fits your needs even better.
Armstrong, Fleming & Moore provides discretionary and non-discretionary portfolio management, comprehensive and limited financial planning, retirement plan consulting, and hourly consultation services to individuals and qualified retirement plans. The firm’s client base is concentrated toward high-income and high-net-worth households, with the brochure noting typical planning clients have net worths above $3 million and a recommended minimum of $1 million for portfolio management. AFM’s investment approach emphasizes tailored allocations and fundamental analysis performed by its principals and paraplanners, with portfolios generally managed for multi-year horizons and reviewed by an investment committee. The firm delivers many services through programs offered in partnership with Commonwealth Financial Network (including PPS programs and access to sub-advisors), and portfolio management clients are generally required to custody assets through Commonwealth and its clearing firms. Several features distinguish AFM from many peers: its advisor representatives are dually registered and licensed to earn commissions on securities and insurance transactions in addition to charging AUM-based fees, a practice the firm discloses as a potential conflict of interest. The firm also produces client-focused written materials via its chair emeritus’s publishing activity and provides retirement-plan participant advice programs and participates in sponsor-sponsored conferences and client education activities, reflecting a more active educational and publication footprint than is typical for similar team firms.
To learn more about the advisors currently working at Armstrong, Fleming & Moore, 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.
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