The firm
Armfield Wealth exists to help families confidently navigate their financial lives with clear, personalized advice.
One advisor who knows you
My practice is structured to leverage technology to make the client experience more enjoyable. Using technology allows us to keep track of your financial lives without having to bring paperwork to every meeting.
For your financial plan and your investments to have consistency, it’s important to work with one advisor who knows you well.
I have over eighteen years of experience and plans to personally help families for a generation to come. That gives us the unique opportunity to guide families through life’s biggest decisions now, and to help the next generation learn to set goals and build wealth for decades after.
A print of this photograph hangs in our High Point office. Will knows the photographer; the working title has always been “road to retirement.”
Registered investment advisor
Independent, and structured to stay that way.
Armfield Wealth partners with Visionary Square, an advisor network that has grown from seven original advisors in 2013 to over 260 partners across 141 firms in 28 states. That affiliation handles the infrastructure, which is what lets us concentrate on planning and client service.
Investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser.
Our custodians
We advise. Someone else holds the money.
Your assets are held at Charles Schwab or Fidelity Investments — not by us. You keep direct access to your accounts, and statements come from the custodian rather than from your advisor. That separation is deliberate and it is worth understanding.
- Charles Schwab
- Fidelity Investments
The firm
Straight answers
Yes. Investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser, which carries a fiduciary duty to act in clients’ best interests. Our Form CRS sets out services, fees, conflicts of interest, and standard of conduct in plain language.