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 provides discretionary investment management, financial planning, retirement-plan advisory, and trust and estate settlement support. The firm serves individuals and high‑net‑worth clients and also works with institutional account types including charitable organizations, businesses, retirement plans, and state or municipal entities, as well as 403(b) accounts for universities and hospitals. The firm constructs customized, primarily long‑term portfolios using fundamental analysis and a mix of individual equities, fixed income, mutual funds and ETFs, with occasional use of REITs and limited partnerships. Accounts are managed on an ongoing discretionary basis with regular monitoring and periodic reviews, and the firm relies on institutional custodial and proxy‑voting arrangements to implement and oversee client accounts. Noteworthy features include managing over $600 million of client assets while operating with a compact advisory staff, resulting in an unusually high level of assets per advisor compared with many peers. Arbor Trust also coordinates trust fiduciary and estate settlement services with a third‑party trust bank and can introduce clients to securities‑backed lending facilities, capabilities that are less common among similar firms.

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.