"Our clients recognize our team’s attention to detail and advisory services are of the highest priority."
Wealth Partners
The Armour Bellavia Stuhlman Group

Wealth Partners
The Armour Bellavia Stuhlman Group

"Our clients recognize our team’s attention to detail and advisory services are of the highest priority."

Awards and Industry Recognition

Forbes

Top Wealth Advisors Best-In State
2023 • 2022 • 2021 • 2020 • 2019
Top 100 Women Wealth Advisors
2022 • 2021 • 2020 • 2019 • 2018 • 2017  
Top Wealth Management Teams Best-In-State
2024 • 2023
Top Women Wealth Advisors
2024 • 2023
Top Women Wealth Advisors Best-In-State
2024

Barron's

Top 1,200 Financial Advisors
2023 • 2021 • 2020 • 2019 • 2018 • 2017 • 2016
Top 100 Women Financial Advisors
2023 • 2022 • 2021 • 2018 • 2017 • 2016
Top 50 Private Wealth Management Teams
2019
About The Armour Bellavia Stuhlman Group

Welcome

The Armour Bellavia Stuhlman Group is a ten-person team of experienced and credentialed professionals—purpose-built with the client in mind—to deliver goals-based strategies for wealth planning, cash management, investments, banking and lending.

We have intentionally constructed our practice so that every generation is represented, ensuring a succession plan for the long term. The depth of our capabilities is profound, and our broad and comprehensive knowledge base spans a wide range of backgrounds.
Our team has found that experience plays an important role in navigating tax and estate planning objectives. Through a watchful approach, we work directly with clients to evaluate both sides of the balance sheet and tailor approaches that help care for the many aspects of their financial scenario. Our guidance begins with an identification of personalized aspirations and extends far beyond wealth planning to the anticipated impacts for the future.

Meet Our Team

The Armour Bellavia Stuhlman Group — Specialists in the Equestrian Community

An experienced approach to sophisticated wealth management in niche industries.

Just as you have a training staff you trust to run your horse-related interests, think of our team as your professional staff to offer a holistic approach to help manage the tremendous value of these equine assets within the broader context of your financial picture. We guide you through what are often complex financial decisions, leveraging our award-winning background and industry recognition to empower you for what you do best. The depth of our capabilities is profound, and our broad and comprehensive knowledge base spans the following backgrounds:

  • Chartered Financial Analyst®(CFA®)
  • Accredited Investment Fiduciary® (AIF®)
  • M.B.A.

We are strategically located along the East Coast— Florida, Georgia, New York and Connecticut—and my team is equally experienced with cross-border relationships, covering clients in Canada, Latin America, Switzerland, the UK, Australia and Bermuda. We curate a repertoire of access, including special events, content and engagement, to connect like-minded individuals around their equestrian pursuits. By forging strategic partnerships, we leverage the scale and scope of J.P. Morgan's global relationships to help clients enhance their enjoyment of this exciting world.

CFA and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
AIF: Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.

Insights

Investing

Digesting the Fed’s ‘pause’

June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read Now
Investing

Eye on the Market: Letters to the Editor

June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read Now
Investing

May jobs report: Labor market continues to be strong

June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read Now
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