A complete list of active advisors currently associated with Arbor Trust Wealth Advisors, LLC

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

Arbor Trust serves a broad client mix including individual and high‑net‑worth investors, trusts and estates, retirement plans, charitable organizations, state and municipal entities, and businesses. The firm provides discretionary investment management, comprehensive financial planning, retirement plan advisory, and, through an arrangement with Tri‑Star Trust Bank, trust fiduciary administrative and estate‑settlement support in addition to standalone planning engagements. The adviser builds customized, primarily long‑term portfolios using fundamental analysis and a mix of individual equities, fixed income, mutual funds, ETFs and, in certain cases, limited partnerships and REITs, and generally manages client assets on a discretionary basis. It acts as an ERISA fiduciary for retirement plan work, provides regular portfolio monitoring, and may introduce clients to non‑purpose lending via Schwab’s pledged‑asset line when appropriate. The firm is notable for its scale relative to staff: it manages approximately $611 million in client assets with three advisors, placing it among the minority of team‑category firms with high AUM per advisor. It is also atypical in serving state and municipal clients and in coordinating trust and estate administration with a third‑party trust bank; the firm’s institutional relationship with Charles Schwab (which supplies technology and operational support) and the fee arrangements tied to the trust bank are operational features and potential conflicts clients should consider.

To learn more about the advisors currently working at Arbor Trust Wealth Advisors, 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.