Let Us Help You Plan
Personalized Financial Plan
Personalized Financial Plan
Personalized Financial Plan
A Fee-Only Advisor, Arlington Investment Advisors develops a customized investment plan for you based on your financial needs, goals, time horizon, and tolerance for risk. We can build ESG focused portfolios for socially responsible investors. As a Fiduciary, we always put your needs first.
Low Cost Strategies
Personalized Financial Plan
Personalized Financial Plan
Say goodbye to stockbrokers pushing commissioned products, and mutual funds with mediocre performance and high fees. Say hello to personalized, low-cost Index ETF investments. Call today for a no-cost, no obligation meeting:
781-355-6880
Make Certain You Reach Your Financial Goals
Retirement Planning
Retirement Planning
Retirement Planning
Make sure your "Golden Years" are golden by planning ahead. Create a monthly savings plan and watch your nest egg grow. We'll advise on all your options: 401(k), IRA, Roth, SEP, Keogh, and more.
College Planning
Retirement Planning
Retirement Planning
Education expenses can be daunting, and the college years may arrive sooner than anticipated. We'll help you plan ahead with a 529 Plan, Coverdell ESA, or UGMA/UTMA custodial accounts.
Wealth Management
Retirement Planning
Wealth Management
Position your assets across the most favorable allocation strategy. We make sure your asset mix achieves maximum growth potential, while balancing your tolerance for risk, time horizon, and financial goals.
Leadership
Michael Stern
Michael Stern is a Registered Investment Adviser who began his Financial Services career with Merrill Lynch.
A 20-year resident of Arlington, MA, Michael has two children in Arlington Schools, is a Town Meeting Member, and is a member of the Board of Directors for the Arlington Chamber of Commerce.
He holds the Series 65 Investment Adviser
Michael Stern is a Registered Investment Adviser who began his Financial Services career with Merrill Lynch.
A 20-year resident of Arlington, MA, Michael has two children in Arlington Schools, is a Town Meeting Member, and is a member of the Board of Directors for the Arlington Chamber of Commerce.
He holds the Series 65 Investment Adviser license, and specializes in working with individuals, families, and small businesses on their education, retirement, and wealth management needs.
Partnerships and Affiliations
XY Planning Network is the leading organization of Fee-Only financial advisors.
NAPFA is the country’s leading professional association of Fee-Only financial advisors.
Arlington Chamber of Commerce
fosters the economic viability of Arlington.
We Proudly Support
Brackett School
Arlington Education Foundation
Menotomy Musical Theater
Menotomy Musical Theater
Arlington Education Foundation
Menotomy Musical Theater
Arlington Education Foundation
Arlington Education Foundation
Arlington Education Foundation
Arlington Investors
Sign up for our Quarterly Newsletter with timely investment and tax planning ideas.