Arlington Investment Advisors Launches as “Neighborhood Financial Advisor”

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Investment Advisor Sets Up Shop in Arlington, MA to Help Make 2019 Your Best Financial Year!

Arlington Investment Advisors is excited to announce the launch of its Financial Planning and Investment Advisory business.

Led by Michael Stern, formerly a financial consultant with Merrill Lynch, Arlington Investment Advisors looks to assist Arlington, MA residents and small business owners with their retirement, college savings, and wealth management needs.

Stern will also be teaching a new course through Arlington Community Education called “Navigating the Stock Market,” which begins January 31st.

A 20-year resident of Arlington, MA, Stern has two children in Arlington schools, is a Town Meeting Member, and a member of the Arlington Chamber of Commerce. Stern believes Arlington residents will benefit from having a community member act as their trusted financial advisor.

“We think the time is ripe for an Arlington Advisor who is really focused on the client,” added Stern. “When you work with stock brokers and insurance advisors, you tend to find someone who is mostly interested in selling commissioned products. When you work with the big mutual fund companies, they tend to sell funds that under perform the market averages and have high management fees.”

Operating from Workbar, Arlington’s hip co-working space on Mass. Ave., Arlington Investment Advisors can work with individuals and families in multiple ways, ranging from simply developing a financial plan, building an asset allocation strategy, as well as full-service investment management.

Arlington Investment Advisors can work with clients wherever their assets may be: Fidelity Investments, Charles Schwab, TD Ameritrade, Bank of America, and other financial institutions.

Stern’s “Navigating the Stock Market” course at Arlington Community Education is designed to empower individual investors to make educated and informed financial decisions: how to allocate assets, choose equity ETFs, pick new stocks, and manage a portfolio.

More information about “Navigating the Stock Market” can be found here:

About Arlington Investment Advisors:
Arlington Investment Advisors develops a customized investment plan for you based on your financial needs, goals, time horizon, and tolerance for risk. The firm’s principal investment officer, Michael Stern, is a Registered Investment Advisor 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 Advisor’s license.

This press release, and the web site, are solely for informational purposes. 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. 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.

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