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ArlingtonInvest.com     781-355-6880

Is it Time for a Financial Checkup?

Arlington Investment Advisors works with individuals and families to make sure their investments are on the right track. As a fee-based Financial Planner, we can review your investments and make suggestions for achieving goals, optimizing your asset allocation, improving investment returns, and lowering your tax liability. As a Fiduciary, we always put your needs first.


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Start Making Smart Decisions Today: Download One of Our Three Wealth Building Brochures

Three Main Reasons You Should Avoid Target Mutual Funds




Target Mutual Funds have become ubiquitous in corporate retirement accounts. Yes-- they provide an easy solution, but is it the best solution for you? Learn about some of the pitfalls to consider.


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Three Passive Equity Index Strategies that have Trounced the S&P 500



It's true that most active fund managers underperform the S&P 500. But there are passive index strategies that have substantially outpaced the S&P over five and ten year periods. Learn more...


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Why the Fixed Income Component of Your Portfolio is Likely Suffering


Bond Mutual Funds and Bond ETFs fluctuate wildly with interest rates. Learn how to develop a true Fixed Income portfolio that offers defined returns and buttresses your overall portfolio. Learn more...


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Make 2026 the Year You Take Charge of Your Financial Future

Michael Stern is a Registered Investment Adviser who began his Financial Services career with Merrill Lynch. A 20-year resident of Arlington, MA, Michael has two children, is a Town Meeting Member, and is a member of the Board of Directors for the Arlington Chamber of Commerce. Michael also teaches investment courses through Arlington Community Education, and is the author of the book The Shark Investor.


Arlington Investment Advisors is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Arlington Investment Advisors and its representatives are properly licensed or exempt from licensure. This website and downloadable brochures are solely for informational purposes and do not constitute an offer to buy or sell securities. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Arlington Investment Advisors unless a client service agreement is in place.

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