AWM Partners
What AWM’s Partnerships Mean For You
At AWM, we understand that finances are about more than just numbers—they’re about building a future you can rely on. That’s why our team works hard to offer you personalized advice. But we also know that today’s financial world requires the latest technology and tools to stay ahead.
To make sure we can provide you with the best of both worlds—trusted, family-focused guidance and robust technology—we’ve teamed up with Trust & Will and LPL Financial. These partnerships allows us to offer distinct resources and services, while still keeping the personal touch that makes Armstrong Wealth Management differentiated.
We know estate planning can feel like a big, intimidating task. That’s why we’ve teamed up with Trust & Will—so you can take care of your digital estate planning quickly, easily, and affordably, without needing a lawyer. It’s the simplest way to get confidence, and we’re excited to help you make it happen!
By partnering with LPL, one of the leading firms in the industry as reported by Financial Planning magazine, 1996-2024, based on total revenue, we’re able to compete with larger financial institutions, while staying true to our independent, client-first approach—The Armstrong Way. This partnership gives us access to sophisticated tools, resources, and research, allowing us to provide top-tier financial guidance and tailored strategies without compromising the personal touch and attention you deserve.
As we continue to grow, we’re committed to keeping your family’s financial goals at the heart of everything we do, and these partnerships are just one way we ensure we’re always moving forward.
About Trust & Will
Trust & Will has aimed to revolutionized estate planning with a design-first approach that’s simple, secure, and customized for your specific needs. Backed by competitive customer support and documents designed and approved by estate planning attorneys, Trust & Will helps ensure your estate plan meets the highest legal standards. With over 250,000 members, they’re making estate planning inclusive, affordable, and accessible for everyone. Plus, our AWM clients receive an exclusive discount—so you get the best of both worlds: expert guidance and a great deal. And with bank-level security, your personal information is always protected and encrypted.
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 22,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.*No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2023); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States
For more information about LPL Financial visit lpl.com.