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Estate and Tax Planning

Estate and Tax Planning

Estate and tax planning are likely at the forefront of your mind when thinking about your family’s legacy; we review your current documents to check in with your family’s plan.

Personal Retirement Planning

Personal Retirement Planning

We assess your path towards retirement to make any course corrections.

Business Succession Planning

Business Succession Planning

Transitioning a business can be tough; we help you plan for what your business looks like after your involvement.

Investment Advice

Investment Advice

With taking your full financial picture into account, we review your investment portfolio to make any recommendations.

Risk Management

Risk Management

We work to hedge risk for any potential adverse situation in life through life, disability and long term care insurance.

Corporate Retirement Plan Management

Corporate Retirement Plan Management

Our team is ready to assist with your company’s retirement plan; we help start to finish by designing a plan specific to your company and provide ongoing advice.

Coordination of Professionals

Coordination of Professionals

We work with a variety of different professionals to account for your family’s comprehensive situation. Rather than have segmented pieces, our goal is to have all parts moving together, like a well-oiled machine.

Philanthropic Management

Philanthropic Management

We help our clients make the most efficient use of their charitable dollars to support the causes most important to them.

Family Advisory Boards

Family Advisory Boards

Family owned businesses often spill over to the Thanksgiving table; we help establish and monitor a regularly scheduled time to work through outlined business issues, specific to family owned businesses.

Armstrong Dixon and LPL Financial do not offer tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

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Armstrong Dixon
1500 Sulgrave Ave.,
Baltimore, MD 21209
443-563-1111

Armstrong Dixon is a private wealth management firm, founded in 2013 and headquartered in the Mt. Washington Village of Baltimore City, MD.

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Armstrong Dixon ADE CRS Disclosures
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LPL Financial Form CRS

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: DC, DE, FL, GA, HI, MD, MO, NC, NY, OR, PA, VA and WV 

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through ADE, LLC, a registered investment advisor. ADE, LLC and Armstrong Dixon are separate entities from LPL Financial.

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