Best-In-State Wealth Management Teams (2025 & 2026) 
Independent Financial Guidance
Private Wealth Management for Families and Business Owners
Based in Baltimore, Armstrong Dixon provides coordinated financial guidance to help you preserve, grow, and transfer wealth across generations.
ABOUT OUR COMPANY
A Team Dedicated to Families Like Ours
Armstrong Dixon is built around a family-first philosophy, serving a select group of families who value thoughtful planning and true partnership. As an experienced Baltimore wealth management firm, our advisors collaborate closely to coordinate every facet of your financial life, bringing decades of insight and a shared dedication to seeking long-term success.
While we are proudly rooted in Maryland, our reach extends nationally, supporting clients across the country with thoughtful, personalized guidance.
Independent Firm
As an independent firm supported by LPL Financial (the nation’s largest independent broker-dealer*), we offer personalized guidance backed by robust resources and research. This structure allows us to remain fully aligned with what matters most: your family, your future, and the legacy you’re building. Through a deeply integrated approach across investment management, tax strategy, estate planning, and business succession, we coordinate the details so you can stay focused on the moments and people that matter most to you.
*As reported by Financial Planning Magazine, August 13, 2025, article, based on total revenues.
Our Solutions
Comprehensive Wealth Strategies Tailored to You
Comprehensive Financial Planning
Our comprehensive financial planning process aligns your entire financial picture into one coordinated strategy. We focus on clear goals, long-term structure, and proactive guidance to help you move forward with confidence and purpose.
Investment Management
Through personalized portfolios and a disciplined investment management approach, we design strategies tailored to your goals, risk profile, and time horizon. Our team emphasizes long-term consistency, research-driven decisions, and ongoing monitoring to help preserve and grow your wealth over time.
Estate & Insurance Planning
We help protect what matters most through thoughtful estate planning and tax-efficient strategies designed to preserve wealth across generations. Our coordinated approach integrates insurance planning and risk management to strengthen your family’s long-term security and legacy.
Retirement Planning
Our retirement planning process brings clarity to your next chapter. We help you understand income needs, evaluate timing decisions, and build retirement income strategies that support a confident, purposeful lifestyle, leading up to retirement, at retirement and throughout the years that follow.
Business Succession Planning
For business owners preparing for transition, our business succession planning services provide structure, strategy, and confidence. Whether you’re considering a sale, grooming a successor, or building a continuity plan, we help ensure your business and legacy is in line with your vision and wishes.
Corporate Retirement Plan Management
We help businesses offer a strong, well-run company 401(k) by plan oversight and guiding investment selection. We meet participants where they are, providing education, contribution guidance, and clear support so they feel confident, informed, and equipped to build an independent retirement.
Where Thoughtful Strategy Meets the Power of Partnership
“Families choose us because they want to have a partner who thinks through decisions alongside them. We intentionally match two CFP professionals with each client family to provide that sounding board. Since two heads are better than one, this helps us think through complex decisions from a variety of angles and provide outside counsel and perspective that the client is seeking.”
A Coordinated Approach to Managing Your Wealth
At Armstrong Dixon, our comprehensive financial planning process is built around a coordinated, family-focused approach. We bring together every aspect of your financial life, including investments, taxes, estate planning, risk management, and long-term strategy, so you have one cohesive team rather than multiple disconnected advisors.
We begin by listening, learning your goals, values, and what matters most to you. This foundation helps us model a holistic wealth management plan grounded in your life, priorities, and vision for the future.
Our team coordinates financial planning, investment strategy, tax awareness, and estate considerations into a clear, integrated plan. We handle the details, from account setup to execution, to ensure a seamless implementation.
Your plan is never static. We provide proactive reviews and ongoing adjustments as your life, goals, and opportunities change. We walk beside you and provide steady guidance designed to meet you wherever life leads.
FREE DOWNLOAD
Our 2025 Annual Report
Our Annual Report highlights the key milestones, financial insights, and progress we achieved in 2025. It also outlines our continued commitment to delivering thoughtful, long-term wealth management for the families we serve.
Committed to Our Community
We believe strong communities create strong families. That’s why our firm invests time, resources, and support into causes that align with our values. We believe that supporting our community is not only a responsibility but an extension of the care and compassion we bring to every client relationship. Through meaningful partnerships and hands-on involvement, we’re committed to contributing to the well-being of the community we proudly call home.
Organizations we’re proud to support
Let’s Start the Conversation
Whether you're building your legacy, preparing for a major transition, or simply seeking clarity in a complex financial landscape, our team is here to guide you every step of the way.