About Armstrong Advisory Group
Armstrong Advisory Group provides wealth management and financial planning focused on the decisions that shape your financial future.
To provide education that will help you understand the complicated financial world. We meet you at your knowledge base and build on that foundation. To develop your plan, we must first focus on the details.
Armstrong's Story
Founded in 2004, Armstrong Advisory Group began as a collaboration of financial professionals with a shared belief: that clients deserve straightforward, independent guidance—not product-driven advice from someone with a conflict of interest.
For over two decades, we've helped individuals and families in the Greater Boston area navigate the decisions that matter most—retirement transitions, investment strategy, tax-aware planning, and estate considerations.
What started as a small team has grown into a firm with more than 150 years of combined advisory experience. But our approach has stayed the same: understand the person in front of us, and build a plan around their life.
A Better Approach to Financial Advice
Every client’s financial life is different, so we don’t use one-size-fits-all plans. We take the time to understand your goals and build a strategy that can grow with you.
Objective Financial Guidance
Our advice is built around your goals, not a commission structure. We focus on understanding your situation before making recommendations.
A Real Person, Every Time
When you call our office, an AAG team member answers—someone who knows your name, account, and situation. Using tech to serve you better, not to replace the relationship.
Advice That Adapts to You
Some clients want to know every detail. Others prefer the big picture. Whether you want to know how the engine works or just want the keys—you're always in the driver's seat.
Built for Your Financial Life—Wherever You Are in It
We work with individuals and families at all stages—people starting to get serious
about retirement, clients navigating a major transition, and those who've been building
wealth for years and want a more coordinated approach.
What they have in common: they want an advisor who gives them a straight answer, stays accessible, and treats their financial plan as something that evolves with their life—not something that sits in a drawer.
Our standard minimum is $400,000 in investable assets, though we're happy to have a
conversation if you're close or your situation warrants it.
Meet With Us In Person or Remotely
Visit our Needham office, meet at one of our locations across New England, or connect with our team virtually. Getting guidance is easy in a way that works for you.
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Meet The People Of Armstrong Advisory
The experience to handle complexity. The continuity to see you through it. Get to know the people behind the plan.
Let's Start With a Simple Conversation
Schedule a free assessment to discuss your financial goals, ask questions, and see whether our approach is a good fit for you.
Our calls are always stress and pressure free—guaranteed!
