At The Armstrong Bugher Hoffman Group, we’ve become a trusted, one-stop resource for a diverse clientele in more than 20 states. Inspired by their stories and visions of a fulfilling life, we summon our decades of knowledge and know-how to make a real and positive impact on their wealth.

Who do we serve?

Fiscally responsible, self-made clients – many who’ve come to us from another financial advisor. Active and retired, these successful men and women include C-suite executives, business owners, attorneys and physicians (including many we’ve met through our passion for cycling and related social and fundraising events).

Having managed clients’ money and emotion amid the volatility of 2000, 2008 and 2020, we are proud that virtually all of those clients remain with us today. We believe that’s due in large part to our enlightened perspective on mitigating investment risk. Using our firm’s award-winning research and due diligence, our dynamic and flexible investment approach seeks excess returns on a risk-adjusted basis through diversified, tax-sensitive client portfolios.

Still, our focus remains on our clients’ lives, not just their bottom lines. Some clients have a work-optional lifestyle. Others have concentrated stock, need to exercise options wisely, and diversify their portfolios. Business owners can benefit from our input on exit strategies and business financing. Some client families wish to balance charitable giving with a desire to responsibly transfer wealth.

Critical to us is getting each client to articulate “the primary purpose of their wealth” and what they want that money to do – for family and/or worthy causes. From college saving to retirement and legacy planning, we work to engage both spouses whenever possible – to get a sense of their values and visions. On many occasions, we work with clients’ elderly parents and make time to educate clients’ adult children on being wise beneficiaries of wealth.

We believe that being trusted stewards of clients’ long-term wealth demands that we address both sides of clients’ balance sheets – assets and liabilities. Accordingly, we offer clients ready access to Bank of America, N.A. for residential, securities-based and custom lending solutions. In addition, we can help align clients’ tax-minimization and estate planning strategies with the efforts of their CPAs and attorneys.

 Over the years, we’ve developed the requisite skills and ability to manage high concentrations of wealth for a discerning, nationwide clientele. We are fully invested in supporting these individuals and welcome the opportunity to serve you, as well.

*Institutional Investor magazine announced BofA Global Research as one of [the Top Global Research Firms ](https://www.institutionalinvestor.com/article/b8x00pb8rf5fbf/These-Are-the-World-s-Best-Research-Firms)in 2022 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Global Research is research produced by BofA Securities, Inc (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, [Member SIPC](https://www.sipc.org/), and wholly owned subsidiary of Bank of America Corporation. [Learn more about the methodology at Institutional Investor](https://www.institutionalinvestor.com/research/11569/Methodology). Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.