Best-In-State Wealth Management Teams (2025 & 2026) 
About Us
A Wealth Management Team That Knows Your Family Comes First
At Armstrong Dixon, we provide thoughtful, coordinated guidance across every facet of your financial life, from investments to tax strategy to legacy planning. We help you manage wealth with intention, care, and clarity.
Who We Are
Collaborative Experience, Personalized Attention, and the Perspective to Guide What’s Next
Armstrong Dixon is a boutique private wealth management firm rooted in Maryland dedicated to serving families, business owners, and executives throughout Maryland and beyond. Founded in 2013 and headquartered in Mount Washington Village, Baltimore, we’ve grown thoughtfully to help clients make confident decisions through every stage of life.
Our Model
Instead of a one-size-fits-all model, we act as a true partner, guiding you with transparency and care to help ensure every part of your financial picture works together seamlessly. When you partner with us, you’re not only gaining a team of experienced financial advisors, but a team dedicated to treating your priorities as their own, so you can focus on your family, your future, and your legacy.
Our Mindset
Family-First Approach
Approaching with a family-first mindset allows us to really know the people we serve and provide the thoughtful coordination they expect. We work selectively with clients so we can invest our time and resources deeply, coordinating investments, tax strategy, estate planning, and business succession needs into a cohesive plan.
MISSION & VALUES
Where Purpose Meets Partnership
Armstrong Dixon was built on a simple belief that families deserve valued advisors who truly care. Our mission is to serve a select group of families with the same attention, empathy, and dedication we extend to our own, coordinating financial guidance that brings clarity and calm to everyday decision-making.
We exist to coordinate the financial details that shape our clients’ lives, from investments and tax strategy to long-term planning, so they can stay focused on the people and moments that matter most.
Rooted in integrity, clarity, and partnership, our values reflect the way we serve: thoughtfully, proactively, and with a deep commitment to lasting client relationships. For us, wealth management isn’t just a strategy, but stewardship grounded in trust, family, and shared purpose.
Meet the Armstrong Dixon Team
Our advisors and staff bring decades of combined expertise and a shared commitment to helping families thrive. With a family-first mindset and a deeply personalized approach, our team works collaboratively to guide every client with clarity, care, and purpose.
Where Clarity Transforms Complexity
“Great wealth management is about more than just strategy. It’s about real partnership. Our role is to bring clarity to complexity and help families make decisions that support the lives and legacies they’re building.”
AWARDS AND RECOGNITIONS
An Award-Winning Team
Committed to Our Clients
Armstrong Dixon’s advisors have been consistently recognized among the region’s leading high-net-worth financial advisors, earning distinctions from respected national and local organizations. These recognitions reflect our disciplined approach to wealth management and the unwavering commitment we bring to each client relationship.
For us, awards are not the goal. They are the byproduct of doing what matters most: delivering thoughtful, coordinated guidance and acting as a collaborative partner to the families, business owners, and executives we serve.
Each recognition underscores the values at the heart of our firm: integrity, attentiveness, discretion, and deep technical expertise.
We are proud to showcase these honors, not as a measure of prestige, but as a signal of trust for clients seeking a long-term private wealth management firm aligned with their goals and their family’s future.
Forbes Best-in-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Advisors to Watch, Next Gen 2025:AdvisorHub issued Advisors to Watch on 6/12/25 based on the following eligibility requirements and data for 12/31/23 – 12/31/24: 7+ years experience, $150+ mil in assets under management, 2+ years at current firm, regulatory history, scale, growth and professionalism. A total of 1984 applications were received and included team member/self-nominations with 700 award recipients being recognized among several sub-categories: RIAs (fee-only), Over $1bil, Under $1bil, Next Gen, Women, Solo, and Advisors to Watch. No fee was paid to participate or promote the award. This recognition is not an endorsement nor is it based on or indicative of any one client’s experience with the financial advisor, past investment performance or a guarantee of future results
.Five Star Disclosure: Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2026 Five Star Wealth Managers.
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.