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Continuity

Jan 1, 2022

2 min read


VOLUME 14 | ISSUE 1


It seems like just yesterday that I was the young guy joining Walt and Jeff to create Armor Investment Advisors as the firm we know today. Now, I am the ‘older’ guy building out a team of exceptional younger professionals. Walt has retired from the firm and Jeff is taking early steps in that direction. 


I want to take a moment to point out how unique and special this transition is. We often see firms unable to successfully move to the second generation of ownership by professionals. Too often a founding principal works into his or her seventies before planning for a transition and then fades away or gets ‘rolled up’ into a national firm. This ‘plan’ does not serve clients well. 


When we started Armor, our objective was to build a multi-generational firm serving multi-generational families. This commitment has driven us to operate differently than many of our sister firms. We hire great professionals who share our commitment to client service and provide them with a clear and achievable path to become owners of the firm. Our belief is that owners have a longer time horizon and focus on serving clients better for longer as opposed to just serv-ing more clients now. Adam fits our mold as someone who we believe is an A+ talent who is committed to taking care of our clients and growing the firm for the long term. He makes Armor a better firm and we are thrilled to have him on the team. 


We remain in the building where we have been since 2012 but have recently moved to larger offices on the second floor. This move will support our growth as we continue to add team members and enhance the services that we provide to clients. 


While I am still a decade away from slowing down myself, I am excited and proud that we are building out what I see as a phenomenal team which will continue to serve our clients (including my family) for decades to come. 


 

Nothing contained in this post is intended to constitute legal, tax, securities or investment advice, nor an opinion concerning the appropriateness of any investment, nor a solicitation of any type and does not guarantee future results. The information contained in this post should not be acted upon without specific legal, tax and investment advice from a licensed professional. Past results are not indicative of future performance.

Armor Investment Advisors, LLC website logo, white

4101 Lake Boone Trail, Suite 208
Raleigh, NC 27607

919.571.4382

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