Five Star award winner Joe Breslin, CFP®

PROFESSIONAL PROFILE

Contact Me

Joe Breslin, CFP^®

Partner

Armstrong Dixon

1500 Sulgrave Ave

Baltimore, MD 21209

Office: 443-563-1111

jbreslin@armstrongdixon.com
www.armstrongdixon.com

Professional Approach

Joe assists business owners, executives, and affluent families in the areas of retirement planning, estate planning, business succession planning, and investment advisory services. Joe takes pride in identifying a variety of financial planning options and potential opportunities followed by clear guidance to be sure his clients make informed decisions for their business and family. Through speaking engagements on financial planning topics, Joe has addressed trade associations, non-profit organizations, and classrooms to include the Restaurant Association of Maryland (RAM), the International Association of Ice Cream Distributors and Vendors (IAICDV), Catersource, Saint James School, Howard Community College, The National Aquarium, and the National Automobile Dealers Association (NADA) Academy.

He is a member of the Financial Planning Association (FPA), the Financial Services Institute (FSI), the Society of Financial Services Professionals (FSP), and the National Association of Insurance and Financial Advisors (NAIFA). Joe was a past board member as well as chairman of the FPA of Maryland's Membership, NexGen, and Government Advocacy committees.

In 2017, Joe was recognized as one of “Maryland’s Finest” young professionals by the Cystic Fibrosis Foundation. As a part of his total online and auction campaign, Joe raised over $20,000 for the CF Foundation. Joe currently sits on the board for CFF of Maryland. For the tenth consecutive year, Joe was recognized as a Five Star Wealth Manager* by Five Star Professional, featured previously in Baltimore magazine, The Wall Street Journal, and Forbes Magazine. Forbes also recognized Joe as a Top Next-Generation Wealth Advisor in 2018 and 2019.

Joe earned the CERTIFIED FINANCIAL PLANNER™ professional (CFP®) designation and is a Chartered Retirement Planning Counselor (CRPC®) as well as an Accredited Investment Fiduciary (AIF®). He holds Series 7 and Series 24 registrations through LPL Financial, Series 66 Registration through LPL Financial and ADE, LLC, as well as holding Life and Health Insurance licenses.

Prior to joining Armstrong Dixon, Joe was an adviser with Planning Solutions Group. During his stint at PSG, Joe served on the firm's investment committee. As part of a team effort, he helped make investment decisions on over $530 million of client assets.

While earning his bachelor degree at Washington College, Joe was awarded the Department of Business Management Award given to a graduate who shows outstanding qualities of scholarship, character, and leadership. Joe was also the captain of the school’s basketball team.

When not in the office or spending time with his wife and sons, Joe can likely be found watching the Orioles, Wizards, or Terps.

See Accomplishments

This award was issued on 1/1/24 by Five Star Professional (FSP) for the time period 4/10/23 through 10/31/23. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2,149 Baltimore-area wealth managers were considered for the award; 257 (12% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 2126, 256, 12%, 1/1/23, 4/18/22 - 10/21/22; 2022: 2078, 260, 13%, 1/1/22, 5/10/21 - 11/12/21; 2021: 2029, 237, 12%, 1/1/21, 4/27/20 - 10/30/20; 2020: 1898, 234, 12%, 1/1/20, 4/1/19 - 11/13/19; 2019: 1865, 265, 14%, 1/1/19, 4/19/18 - 11/7/18; 2018: 1759, 232, 13%, 1/1/18, 4/21/17 - 11/6/17; 2017: 1093, 355, 32%, 12/1/16, 3/26/16 - 11/11/16; 2016: 1215, 356, 29%, 12/1/15, 6/16/15 - 11/9/15; 2015: 1749, 412, 24%, 1/1/15, 6/16/14 - 11/9/14; 2014: 1484, 395, 27%, 1/1/14, 6/16/13 - 11/9/13; 2013: 1490, 448, 30%, 1/1/13, 6/16/12 - 11/9/12; 2012: 1470, 262, 18%, 1/1/12, 6/16/11 - 11/9/11.

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through ADE, LLC, a registered investment advisor. ADE, LLC and Armstrong Dixon are separate entities from LPL Financial.

CRPC conferred by College for Financial Planning.

The Forbes ranking of Top Next-Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in or after 1980. Advisors are interviewed by telephone and in person to evaluate service models, investing process, experience levels and integrity. Additional factors are considered include compliance record, client retention, revenues produced for their firms and assets managed. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK received a fee in exchange for rankings.

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.