Arlington Investment Advisors
About
Arlington Investment Advisors is a fee-only investment advisory firm in Arlington that builds customized investment plans around each client’s needs, goals, time horizon and risk tolerance. As a fiduciary, it puts clients’ interests first and steers away from commissioned products and high-fee mutual funds in favor of personalized, low-cost index ETF portfolios. It can also build ESG-focused portfolios for socially responsible investors, and services range from a financial plan to full investment management.
Chief investment officer Michael Stern began his career at Merrill Lynch and holds the Series 65 investment adviser license. He works with individuals, families and small businesses on retirement planning across 401(k), IRA, Roth, SEP and Keogh accounts, education savings through 529 plans, Coverdell accounts and custodial accounts, and overall asset allocation. A 20-year Arlington resident, he is a Town Meeting member and serves on the Arlington Chamber of Commerce board.
What to Know
- Client accounts are held with Charles Schwab for custody and clearing.
- New clients can book a free, no-obligation consultation.
- Stern teaches stock market courses through Boston Finance Academy.
- He wrote The Shark Investor, which applies Shark Tank principles to stock investing.
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