Financial Planning
At Armory Oak, our focus is to understand your financial goals and develop a plan to reach them. We want to learn about you, your family, and your short- and long-term personal and financial goals so we can present you with an analysis and recommendation.
A strong planning process is the best way to create a more financially secure future. It is crucial to create a financial plan that seeks to protect you and your family’s needs now and in the future in a tax-efficient manner.
Investment Management
Working with Buckingham Strategic Partners and utilizing its evidence-based approach to investing, we will design and build a customized portfolio for you based on your unique situation and risk tolerance.
We build our portfolios with the goal of maximizing long-term growth while minimizing your tax burden.
How you choose to invest your money could have major implications for your overall success. We believe there are two important decisions that can help you lay a strong foundation for your future. The first decision is active versus passive investing and the second is index investing or asset class investing.
Not sure what that means or what are the differences? That is where Armory Oak helps.
Tax-Optimization Strategies
Partnering with Buckingham, we provide quarterly rebalancing of your portfolio and year-end tax optimization strategies. This includes optimizing income from all sources – including investments – in a tax efficient way that can increase the longevity of the plan. Smart rebalancing and distributions can increase philanthropic impact while preparing for legacy objectives.
Who We Help
We help individuals who value financial planning and investing regardless of their life stage. Armory Oak is a unique wealth management firm in that we do not require a minimum amount of investment assets from our clients. Instead, we are looking for those who are compatible with our evidence-based investment philosophies.
Armory Oak acts as a fiduciary, meaning the firm is bound to act in the best interests of its clients, so we do not receive commissions for selling products to clients but are compensated on a fee-only basis.
