Joshua Mergler, Author at Armstrong Fleming & Moore, Inc.

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Understanding the New Section 530A Accounts

May 4, 2026

Generally, when we save money for our children, we use vehicles like 529s, Custodial IRAs, UTMA/UGMA Accounts. The One Big…

Form CRS: Client Relationship Summary

AFM Form CRS: Client Relationship Summary

The Financial Advisor (s) associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Securities offered through Commonwealth Financial Network®, Member FINRA/SIPC. Advisory services offered through Armstrong, Fleming & Moore, Inc. are separate and unrelated to Commonwealth.

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