Frank Armstrong, CFP®, AIFA®
Frank Armstrong, CFP®, AIFA®CEO/Founder
Richard Feldman, CFP®, MBA
Richard Feldman, CFP®, MBAManaging Partner/Senior Financial Advisor
Jason Whitby, MBA, CFA®, CFP®
Jason Whitby, MBA, CFA®, CFP®Chief Investment Officer/Senior Financial Advisor
Robert J. Gordon, MBA, CFP®, CPPT®, CRPS®
Robert J. Gordon, MBA, CFP®, CPPT®, CRPS®Partner/Senior Financial Advisor
John J. Pitlosh, CFP®, MST, CPWA®, CIMA®
John J. Pitlosh, CFP®, MST, CPWA®, CIMA®Wealth Advisor
Brett Fingerhut, MBA, CFP®
Brett Fingerhut, MBA, CFP®Partner/Wealth Advisor
Louis L. Feldman, CFP®, JD, CPA
Louis L. Feldman, CFP®, JD, CPAWealth Advisor / Chief Compliance Officer
Jennifer Llerena
Jennifer LlerenaOperations Manager
Luis Mejias
Luis MejiasOperations Technology Specialist
Alexandra Tershakovec
Alexandra TershakovecClient Service Associate
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ARTICLES & LATEST NEWS

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Revocable Trusts: in Estate Planning

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NEWS:
7 Ways to Prevent Financial Elder Abuse

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Revocable Trusts: The Swiss Army Knife of Financial Planning

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OUR BOOKS

“INVESTMENT STRATEGIES FOR THE 21st CENTURY”
by Frank Armstrong

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“THE INFORMED INVESTOR”
by Frank Armstrong

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“THE RETIREMENT CHALLENGE – SINK OR SWIM”
by Frank Armstrong

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“SAVE YOUR RETIREMENT”
by Frank Armstrong

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“INVESTMENT STRATEGIES FOR THE 21st CENTURY”
by Frank Armstrong

“THE INFORMED INVESTOR”

by Frank Armstrong

“THE RETIREMENT CHALLENGE – SINK OR SWIM”
by Frank Armstrong

“SAVE YOUR RETIREMENT”

by Frank Armstrong

GET A FREE COPY
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