About Us
Armfield Wealth exists to help families confidently navigate their financial lives with clear, personalized advice. We provide investment management and strategic wealth planning tailored to your goals, values, and time horizon, with an emphasis on tax-efficient, long-term decision making. As a growing team, we work together to serve as your trusted advisory resource, offering objective guidance designed to help you stay on track through changing markets and life events.
Registered Investment Advisor (RIA)
As a successful entrepreneur, managing day-to-day business operations can take time away from serving clients and growing a practice. Visionary Square, our Registered Investment Advisor partner, provides its affiliated advisors with a broad range of customized support services designed to optimize efficiencies and ease operational burdens.
Visionary Square began with seven original advisors in 2013 and has grown to over 260 partners in 141 firms across 28 states. This affiliation with Visionary Square allows Armfield Wealth the ability to focus on financial planning, investment management, and providing exceptional service to clients.
Our Custodians
Through its operating subsidiaries, The Charles Schwab Corporation provides a full range of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (Member SIPC, sipc.org), offers investment services and products, including brokerage accounts, custodial, operational, and trading support for independent investment advisors through Schwab Advisor Services. Its primary banking subsidiary, Charles Schwab Bank, SSB (Member FDIC and an Equal Housing Lender), provides banking and lending services and products. More information is available at aboutschwab.com.schwab+3
With assets under administration of approximately $18.0 trillion, including discretionary assets of about $6.8 trillion as of the end of 2025, we focus on meeting the unique needs of a diverse set of customers. Headquartered in Boston and privately held for more than 75 years, Fidelity employs over 80,000 associates across 11 countries, 14 global regional sites, and more than 215 Investor Centers, all focused on the long‑term success of our customers. For more information about Fidelity Investments, visit fidelity.com.
