A complete list of active advisors currently associated with Arbor Financial Services, LLC

Warmer can help you find a great advisor at Arbor Financial Services, LLC or one who fits your needs even better.

Arbor Financial Services provides discretionary portfolio management and limited financial planning to individuals, including high‑net‑worth clients, as well as trusts and estates. The firm offers advisory services on either a bundled wrap‑fee basis or on an unbundled basis where investment advisory, brokerage, and custody are arranged separately. Arbor manages client assets using firm-developed model portfolios and employs a mix of analytical approaches (including technical, fundamental, cyclical analysis and modern portfolio theory) to construct allocations in equities, fixed income, mutual funds and ETFs. Management is typically discretionary, and clients in model portfolios generally cede day‑to‑day security selection to the firm while retaining the ability to impose written restrictions on their accounts. A distinctive feature is that Arbor sponsors and serves as the portfolio manager of a wrap fee program, a structure that bundles execution, custody, reporting and management into a single program and requires execution and custody through LPL Financial. The firm routinely requires clients to grant discretionary trading authority, may aggregate trades across accounts, and supplements advisory services with limited fee‑based financial planning and referral arrangements.

To learn more about the advisors currently working at Arbor Financial Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.