Stuart Armstrong II, CFP®, CLU®, ChFC®

Since 1986, individuals, families and small business owners have chosen Stuart as their advisor because he is able to help them chart their course to financial independence with patience, integrity and wisdom. Stuart has created a holistic practice tailored to differing financial needs such as wealth accumulation, insurance vehicles and retirement planning. He previously served on the National Board of Directors for the Financial Planning Association (FPA), and is a member of Mass Audubon’s Advisory Council. His interests include staying physically active, bird watching, gardening, travel, movies, and theater. Stuart resides in Milton, Massachusetts with his husband Mike and their cat Geo.

• Interviewed and Quoted for Grow Acorns article, “4 Money Moves to Make in Your 40s to Prepare for Retirement,” by Myelle Lansat, September 25, 2019
   
• Interviewed and Quoted for Finance 101 article, “Financial Planning for Same-Sex Couples,” by Lara McCaffrey, September 12, 2019
   
• Author, CNBC.com article, “Investing Today for the LGBTQ Community,” June 4 , 2019
   
• Co-chair, PridePlanners National Conference, Boston, MA Changing Landscapes: Financial Planning for LGBT Clients and/or Unmarried Couples, September 25, 2015
   
• Featured Speaker, Financial Planning Association's National Conference, Boston, MA, "LGBT Financial Planning: Next Steps Married or Unmarried," September 26, 2015
   
• Interviewed on Bloomberg Radio, Financial Planning Association's National Conference, September 28, 2015
   
• Interviewed and quoted, "Get What's Yours: The Secrets to Maxing Out Your Social Security," by Lawrence J. Kotlikoff, Philip Moeller, Paul Solman, 2015
   
• Interviewed and quoted for CNBC.com article, "Same-Sex Ruling Levels Financial Playing Field," by Ilana Polyak, June 26, 2015
   
• Interviewed and quoted for CNBC.com article, "How SCOTUS' Same Sex Ruling Will Impact Couples' Finances," by Kelley Holland, June 26, 2015
   
• Interviewed and quoted for MarketWatch.com article, "How Gay Couples Should Plan Finances Ahead of the Supreme Court Ruling," by Priya Anand, February 9, 2015
   
• Interviewed and quoted for ThinkAdvisor.com article, "Rainbow Warriors," by Olivia Mellan and Sherry Christie, February 2, 2015
   
• Author, Money Magazine, "5 Ways DOMA's Demise Changed the Finances of Same-Sex Married Couples", June 25, 2014
   
• Interviewed and Quoted for Boston Globe Article, "For Many Same-Sex Couples, Equality Comes at Cost", by Sean Lavery, February 16, 2014
   
• Featured Panelist, Fenway Community Health Center, Boston, MA, "Post-DOMA Financial Planning", November 19, 2013
   
• Featured Speaker, National Conference of PridePlanners, Orlando, FL, "Financial Planning in Same Sex Marriages", October 18, 2013
   
• Featured Speaker, Women's Week, Provincetown, MA, "Financial Planning in Same Sex Marriages", October 13, 2013
   
• Featured Speaker, Financial Planning Association of Massachusetts, "DOMA is Dead (Mostly): What's Next for Planning for Same Sex Couples", July 17, 2013
   
• Featured Guest Speaker, "Something More with Chris Boyd", WXTK 95.1 FM, on the Impact of DOMA Repeal and What's Next for Planning for Same-Sex Couples, June 29, 2013
   
• Interviewed and Quoted for Financial Advisor Magazine Article, "Supreme Court Decisions Bring Financial Advantages for Gay Clients", by Ted Knutson, June 26, 2013
   
• Featured Speaker, College for Financial Planning National Conference, Las Vegas, NV "Planning Strategies for Same Sex Couples", May 2013
   
• Interviewed and quoted for Boston Business Journal article, "Lessons Learned", March 29, 2013
   
• Author, "Financial Planning Advice for LGBT Families", Boston.com, March 26, 2013
   
• Interviewed and quoted for Boston.com article, "The Most Common Financial Planning Mistakes", February 22, 2013
   
• Interviewed and quoted for msn.com article, "Gay Marriages Can Muddle Finances" by Liz Weston, MSN Money, February 8, 2013
   
• Interviewed and quoted for msn.com article, "Money Smart: Your 2013 Guide if You're Retiring", by Jeff Wuorio, December 19, 2012
   
• Interviewed and quoted for Financial Planning Association article, "Financial Primer for the Contemporary American Household", by David Port, July 2012
   
• Interviewed and quoted for PBS nextavenue website, "How to Beat the Soaring Cost of Long-Term Care Insurance", by Ben Popken, June 25, 2012
   
• Interviewed and quoted for msn.com article, "Can You Retire Before 2013?", by Jeff Wuorio, December 23, 2011
   
• Interviewed and quoted for USA Weekend article, "Think Before You Borrow from Your 401(k)", by Jeff Wuorio, December 8, 2011
   
• Interviewed and quoted for msnbc.com article, "3 Ways to Get More Return on Your Savings", by Martha White, August 15, 2011