Charting a Course for Your Financial Future

The Armillary Group is a seven-person practice whose professionals span four generations and have more than 125 years of combined experience. Our highly credentialed, multi-disciplinary team has diverse skill sets in all areas of wealth management and institutional consulting.

The Armillary Group’s name is derived from an ancient maritime instrument with a long and proud history of helping mariners tell time, orient their ships, and maintain a steady course in open seas. We believe it offers an apt reflection of our mission to guide our clients in the right direction to help them achieve their financial and life goals.

An Experienced Team

team photo

Left to right: Phyllis Smith Walkowiak, Senior Registered Client Associate, Assistant Vice President; Lauren Poleto, Financial Advisor, First Vice President - Investment Officer; Lisa S. Oviatt, Senior Registered Client Associate; Matthew J. Ferrara, CIMA®, Client Performance Analyst; John C. Granzow, CIMA®, Managing Director - Investments; Patricia Wilfong, Wealth Planning Consultant; Edwin A. Dalrymple, Jr., Private Wealth Financial Advisor, Managing Director - Investments; Julie Jones, CFA®, Financial Advisor

Let's Connect

We can meet you coast to coast because our client base is nationwide!