ARMSTRONG DIXON
SEC RegisteredIndependent Financial Guidance
About the firm
Based in Baltimore, Armstrong Dixon is an independent wealth management firm supported by LPL Financial that provides coordinated financial guidance to families and business owners. The firm operates with a family-first philosophy, serving a select group of families through a deeply integrated approach across investment management, tax strategy, estate planning, and business succession. While rooted in Maryland, the firm supports clients nationally.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning, investment management, estate and insurance planning, retirement planning, business succession planning, and corporate retirement plan management (including company 401(k) oversight and participant education).
Who they serve
Families and business owners, including a select group of families who value thoughtful planning and true partnership, as well as businesses seeking corporate retirement plan management; clients are based across the country though the firm is rooted in Maryland.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 132 | $39M |
| High Net Worth Individuals | 158 | $404M |
8 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ARMSTRONG DIXON has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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