Let Us Help You Plan

Personalized Financial Plan

Financial Planning

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.

Low Cost Strategies

Investment Return

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:


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.

Investment Advisory and Financial Planning

Arlington Investment Advisors can provide a range of financial services, from creating a Financial Plan to Full-Service Investment Management including SEP plans, 401(k), and more.

Arlington Investment Advisors partners with TD Ameritrade, Fidelity Investments and Charles Schwab for Custody and Clearing services.

Make Certain You Reach Your Financial Goals

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

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

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.


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 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.

Contact Us

Send Message

Arlington Investment Advisors

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


Monday - Friday: 8:30am - 5pm

Saturday - Sunday: By appointment

We Proudly Support

Brackett School


Menotomy Musical Theater


Arlington Education Foundation


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.