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About HENRY H. ARMSTRONG ASSOCIATES, INC.
HENRY H. ARMSTRONG ASSOCIATES, INC. is a leading financial advisory firm with a strong presence in the industry. Founded in 1998, the firm has been providing comprehensive financial services to individuals and businesses for over two decades.
The team at HENRY H. ARMSTRONG ASSOCIATES, INC. consists of highly qualified and experienced financial experts who strive to provide personalized and strategic solutions to their clients. They understand that every client has unique financial goals and they work diligently to help them achieve those goals.
How does the advisor help clients – Key Takeaways:
- Personalized financial planning
- Wealth management
- Investment management
- Tax planning
- Estate planning
- Retirement planning
- Business financial services
- Education planning
- Risk management
Facts and Insights
HENRY H. ARMSTRONG ASSOCIATES, INC. has been consistently recognized for their excellence in financial advisory services. In 2020, the firm was ranked as one of the top 100 independent advisory firms by Barron’s. They have also received accolades from other reputable organizations such as Forbes, Financial Times, and Financial Advisor Magazine.
The firm has over $2 billion in assets under management and a team of 25 advisors who are dedicated to serving their clients. They have a strong track record of delivering successful outcomes for their clients, which is evidenced by their high client retention rate.
With a blend of experience, expertise, and resources, HENRY H. ARMSTRONG ASSOCIATES, INC. is well-equipped to provide comprehensive financial solutions to their diverse client base.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 25 | 22 years |
Financial Services Offered
- Personalized financial planning
- Wealth management
- Investment management
- Tax planning
- Estate planning
- Retirement planning
- Business financial services
- Education planning
- Risk management
Client Types
HENRY H. ARMSTRONG ASSOCIATES, INC. caters to a diverse range of clients, including:
- High net-worth individuals
- Families
- Business owners
- Professionals
- Retirees
- Non-profit organizations
Fees & Compensation
HENRY H. ARMSTRONG ASSOCIATES, INC. charges fees based on a percentage of the assets under management. The exact fees may vary depending on the services provided and the complexity of the client’s financial situation. The firm is committed to transparency and will always discuss fees with their clients before starting any work.
Background
The founder of HENRY H. ARMSTRONG ASSOCIATES, INC., Henry H. Armstrong, has over 30 years of experience in the financial industry. He is a Certified Financial Planner (CFP) and is dedicated to developing personalized strategies for his clients to help them achieve their financial goals.
The firm is also a member of various professional organizations, including the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). This highlights their commitment to upholding the highest standards of professionalism and ethical practices in the industry.