Arlington Investment Advisors

Arlington Investment AdvisorsArlington Investment AdvisorsArlington Investment Advisors

Arlington Investment Advisors

Arlington Investment AdvisorsArlington Investment AdvisorsArlington Investment Advisors
  • Home
  • Customer Login
  • Blog
  • SMALL BUSINESS
  • More
    • Home
    • Customer Login
    • Blog
    • SMALL BUSINESS
  • Home
  • Customer Login
  • Blog
  • SMALL BUSINESS

(781) 355-6880

Arlington Investment Advisors

Arlington Investment AdvisorsArlington Investment AdvisorsArlington Investment Advisors

Helping you plan a bright financial future!

Book an Appointment

Let Us Help You Plan

Financial Planning

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. As a Fiduciary, we always put your needs first.

Investment Return

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

image35

Small Business Specialist

Personalized Financial Plan

Small Business Specialist

We specialize in helping small businesses establish retirement plans. From the self- employed (i.e. Real Estate Agent, Psychotherapist, etc.) to a firm with dozens of employees, we can deliver all the options: SEP, 401(k), Profit Sharing and more.

Education, Financial Planning, Investment Management

Arlington Investment Advisors can provide a range of financial services, from creating a Financial Plan to Full-Service Investment Management.


Chief Investment Officer, Michael Stern also teaches courses on the Stock Market and Entrepreneurship through Boston Finance Academy.


Arlington Investment Advisors partners with TD Ameritrade for Custody and Clearing services.

Find out more

Make Certain You Reach Your Financial Goals

Retirement Planning

Retirement Planning

Retirement Planning

Retirement Planning with 401(k), IRA, Roth, SEP, Keogh

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 Planning with IRA, 529 Plan, AUTM

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

Wealth Management and Asset Allocation

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

image36

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 Arlington Chamber of Commerce. 


He holds the Series 65 Investment Adviser license, and specializes i

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 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

image37

 XY Planning Network is the leading organization of Fee-Only financial advisors.

image38

 NAPFA is the country’s leading professional association of Fee-Only financial advisors.

image39

 Arlington Chamber of Commerce  

fosters the economic viability of Arlington.

Contact Us

Send Message

Arlington Investment Advisors

(781) 355-6880 1167 Massachusetts Ave. Arlington, MA 02476

Hours

Monday - Friday: 8:30am - 5pm

Saturday - Sunday: By appointment


We Proudly Support

Brackett School

Arlington Education Foundation

Menotomy Musical Theater

image40

Menotomy Musical Theater

Arlington Education Foundation

Menotomy Musical Theater

image41

Arlington Education Foundation

Arlington Education Foundation

Arlington Education Foundation

image42

Arlington Investment Advisors is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Arlington Investment Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes and does not constitute an offer to buy or sell securities. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Arlington Investment Advisors unless a client service agreement is in place.

Copyright © 2020 Arlington Investment Advisors. All Rights Reserved