Summary

  • Firm: Armstrong Financial Strategies
  • Job Title: Owner

Experience

Morris Armstrong founded Armstrong Financial Strategies in 2001 as fee-only firm. The firm does not accept commissions or referral fees and the only source of its income is from the client. Morris has taught at Marymount College in Tarrytown, NY and has written extensively on the subject of investments, taxes, and planning for Multex Investors, which Reuters purchased in 2003.

Morris has also been active in the field of divorce planning and, in 2008, the Connecticut Law Tribune recognized his efforts. The lawyers in the state voted him as one of the top three planning firms in CT.

Morris has written for and been quoted in numerous publications including the Wall Street Journal, New York Times, Financial Planning magazine, Wealth Manager Magazine, and Yahoo Finance. His investment philosophy has been shaped by both John Bogle and Eugene Fama, and is his portfolios, which are a blend of passive and active vehicles, reflect this.

While he enjoys divorce planning, it can be draining and he prefers not to work with those couples who believe that “War of the Roses” was a manual for divorce. He enjoys his role as an enrolled agent helping people resolve their issues with the IRS, whether it is a notice or something more involved such as an audit or offer in compromise.

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Articles and answers are not intended as a solicitation of an offer to buy or sell any security investment or instrument or to participate in any particular trading strategy. Armstrong Financial Strategies and Morris Armstrong, EA. are not responsible for, and expressly disclaims all liability for, damages of any kind arising out of use, reference to, or reliance on any information contained within this site. The general information contained in this publication should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional.

Education

Morris received his BBA in banking from Pace University.

Quote from Morris Armstrong

“Morris Armstrong operates under a fiduciary standard all of the time, whether he is advising clients on financial matters or representing them before the Internal Revenue Service, his mission is to help clients achieve their goals, not his.”