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Faqs

Frequently Asked Questions

Clear, straightforward answers to help you understand how we work and what to expect.

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About Armstrong Dixon

What makes Armstrong Dixon different from other wealth management firms?

What sets us apart is our commitment to truly comprehensive planning. Many firms begin with products or portfolios. We begin with people.

Every relationship starts with understanding where you are today, where you want to go, and what matters most to your family, business, and legacy. From there, we build a customized strategy designed to evolve alongside your life. From retirement and investment strategy to estate planning, tax considerations, philanthropy, business succession, and family governance, we help simplify complex financial decisions that face our clients.

Do you serve clients outside of Maryland?

Yes. While proudly based in Maryland, we work with families and business owners nationwide. Our planning process and communication tools make it easy to support clients wherever life takes them.

What makes your approach different from other advisors?

We take a coordinated, long-term approach that brings tax, investment, estate, and planning decisions together under one advisory team. Built on trust, our team manages the moving pieces so you can focus on what matters most.

How long has your team been serving clients?

Our advisors, all CFP® professionals, have a combined decades of experience working with families.

What types of clients do you typically serve?

We partner with families, executives, and professionals seeking a long-term trusted thinking partner. We are a strong fit for those who have complex financial situations, who value ongoing guidance, coordinated support and thoughtful planning.

How does Armstrong Dixon ensure continuity for future generations?

Our collaborative team model allows multiple advisors to know your family, your goals, and your long-term plans. This structure provides stability and seamless support across generations.

What is your philosophy on communication?

We prioritize proactive outreach and clear communication, with regular reviews and open access to your advisory team whenever questions arise.
Meet the Armstrong Dixon Team

Becoming a Client

How do I know if Armstrong Dixon is the right fit for me?

We are a strong fit for those who have complex financial situations, who value ongoing guidance, coordinated support and thoughtful planning. An introductory conversation helps us determine whether your needs align with our services.

Can we meet virtually if we’re not local?

Yes. Our planning process and technology allow us to support clients seamlessly, whether they’re local or across the country.

What does the onboarding process look like?

Onboarding begins with gathering your financial information and defining your goals. We guide you through each step to ensure a smooth, organized transition.

How long does the onboarding process take?

Most clients complete onboarding within a few weeks, depending on account complexity. Our operations team keep you informed every step of the way.

What should I prepare for our first meeting?

It is always good to be prepared to talk at a high level about your current situation and goals. The more prepared you are, the better our conversation will be. If we are a good fit based on our conversation we will guide you on what to provide as we move forward.

Do you work with business owners and families with complex financial situations?

Yes. Our team specializes in addressing multi-generational and complex business planning needs.

Can you coordinate with my current advisor during the transition?

Yes. We manage account transfers and communication to make the transition as seamless as possible.
Explore Our Client Experience

How We Work With Clients

Will you coordinate with my CPA and attorney?

Yes. We collaborate directly with your CPA, attorney, and other professionals to ensure your financial strategy is fully aligned and coordinated.

How do you support clients during major life or financial transitions?

We guide you through each step with clarity and structure, adjusting your plan to reflect new priorities. Our team is with you throughout the transition so nothing is overlooked.

What does long-term partnership look like at Armstrong Dixon?

It means ongoing planning, proactive communication, and a team that stays closely connected to your goals. We’re committed to supporting your family across every stage of life.

How do you tailor plans to different client types?

Every client’s story is different, so every plan begins with listening. We design a customized roadmap that reflects your goals, values, and personal and professional priorities.

How often will my plan be reviewed or updated?

We typically review plans on an annual basis however update it anytime your life or goals change. Your strategy will continuously evolve to stay aligned with what matters most.
See How We Work With Clients

Our Planning and
Investment Approach

What is your investment philosophy?

We focus on disciplined, long-term investing grounded in research, diversification, and alignment with your overall financial plan. Our goal is to build portfolios that support your objectives while managing risk thoughtfully.

Do you use active, passive, or blended strategies?

We use a blended approach that incorporates both active and passive strategies. This allows us to balance cost efficiency with opportunities for added value and flexibility.

How do you determine the right level of risk for clients?

We evaluate your goals, time horizon, and comfort with market fluctuations, then conduct a detailed risk assessment. Your portfolio is designed to reflect both your financial objectives and your personal tolerance for risk.
Learn More About Our Approach

Fees and Services

Do you receive commissions?

As a hybrid RIA, we do have the ability to receive commissions.

What’s included in your services?

Your fee covers comprehensive planning, ongoing investment management, tax efficient planning, coordination with your attorney and CPA. You receive fully integrated support from one advisory team.
Explore Our Fee Structure

Technology and Secure Access

Do you offer a client portal?

Yes. Our secure client portal gives you real-time access to your accounts, a secure vault to upload and store documents, along with market news and updates.

How does Armstrong Dixon keep my information secure?

We take safeguarding client information very seriously. We use industry-leading security protocols, encrypted systems, and rigorous safeguards to protect your personal and financial data at all times.

Can I access my accounts on my phone or tablet?

Yes, our digital platform also has a mobile-friendly app that you can download right to your mobile device, allowing you to have access to your accounts at any time and anywhere life should take you.

Learn More About Our Approach

Let’s Start the Conversation

If you still have questions or want to explore whether our approach is the right fit for your family, we’d be glad to connect. And if we determine we’re not the best match, we’ll provide actionable steps and recommendations to help you move forward, free of charge.

Schedule Your Complimentary Strategy Review