Money Doesn't Have To Be Complicated

Are you confused by most financial advice? If so, you’re not alone.

Nationally Recognized

Why Armstrong Purselley

An Effective Game Plan

It’s our job to understand the complexities of your situation. Your financial plan is designed with your personalized goals in mind.

Advice in Common Language

We speak your language to ensure you have a clear understanding of what we’re going to do with your money. Our ongoing communications provide continual transparency.

Straightforward Fees

You should know what you’re paying your advisor and how we apply those fees to your investments. We’ll explain our fees so you have confidence that you’re receiving value from us.
Services

What We Do

The passion of our financial advisors is to help people from all walks of life find their own vision of true wealth. That means helping you define what true wealth looks like for you, putting a plan in place to help you pursue your vision, then helping you maintain the true wealth you’ve achieved.

Financial Planning

Our team of financial advisors will design a plan to evaluate your current financial situation and direct you toward true financial freedom.

Investment Management

Our disciplined, time-tested investment strategies provide your portfolio with the proactive service you need to pursue your goals.

Retirement Planning

We’re here to help you avoid your own personal retirement crisis by putting your financial plan into concrete terms using our five-step process.

Tax Planning

Our tax team of CPAs reviews your recent tax returns to identify potential savings or restructuring opportunities, giving you proactive ideas to save money in the future.

Estate Planning

Our estate planning team helps you create a tax efficient, comprehensive estate plan that leaves little to chance, along with teaching you how your assets will be distributed.

Private Client Services

Highly complex needs can require sophisticated solutions. Private Client members get the one-on-one support they need.

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow annually over the long-term (10+ years)?

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Bedford, TX

2324 Cheek-Sparger Road
Bedford, TX 76021

Burleson, TX

4640 East FM 1187
Burleson, TX 76028

Cleburne, TX

131 S Westmeadow Drive
Suite 100
Cleburne, TX 76033