Comprehensive Wealth Management Solutions

James E Armstrong Jr. CFP®, ChFC, M.Div.

Armstrong Wealth Management is a full service independent financial planning firm specializing in comprehensive planning strategies integrating investment and insurance/risk management solutions to serve the best interests of our clients. As a Certified Financial Planner TM and a Chartered Financial Consultant, James Armstrong holds the designations recognized as the industry gold standard for financial planners. James is also Office of Supervisory Jurisdiction Managing Executive exercising compliance oversight of a large network of independent advisors in offices throughout the Southeast. Having oversight of so many successful financial advisors over the years with diverse methodologies has given James a much broader perspective to better serve his own clients.

Our team consists of James Armstrong CFP®, ChFC, M.Div., Dr. Zach Nelson CFP®, D.Min., Kristy Bible, and Deborah Barfield working out of our main Wake Forest office. Bobby Trujillo is located in the Wilmington area. Our remote administrative team members, Heather Duncan and Ashley Slay, are located in TN. Bobby and Zach are both associate advisors serving clients and also supervisory principals overseeing other advisors. Deborah Barfield is our lead office administrator and also a supervising principal. James is the Chief Investment Officer and Leading Supervisory Principal.    

Biography

James and his wife, Desiree, are both NC natives. James served in the US Navy for 6 years working on weapon systems electronics until 1990. After working as a technician in the electronics field, he initially pursued Electrical Engineering at NC State before ultimately graduating in Economics to enter the financial services industry. James is a deacon in his church serving in the benevolence ministry. He and Desiree have three children, Morgan, Joshua, and Evangeline.  

Industry Service

James has served on the board of the Financial Planning Association for Eastern North Carolina as a past president and chairman. He has served several terms on the Osaic regional advisory board helping to develop best practices for the firm.