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

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

Arbor Wealth serves individual and high‑net‑worth clients, providing discretionary investment management alongside project‑based financial planning and consulting. Its investment management work typically implements client objectives through portfolios of no‑load mutual funds and ETFs and, where appropriate, separately managed fixed income portfolios. The firm's investment approach is grounded in Modern Portfolio Theory and a long‑term, buy‑and‑hold emphasis, favoring broadly diversified, low‑cost passive funds and using Monte Carlo analysis to inform planning and asset‑allocation decisions. For dedicated fixed income services Arbor Wealth prepares separate Fixed Income Investment Policy Statements and delegates discretionary trading authority to a retained third‑party fixed income manager. Arbor Wealth is notable for operating as a solo advisor while managing approximately $657.7 million in client assets, producing an unusually high AUM‑per‑advisor profile for its category. It also departs from common practice among peers by charging fixed annual retainer fees rather than percentage‑of‑AUM fees and by contracting with Focus Partners Advisor Solutions (FPAS) for fixed‑income management and back‑office services, with a related succession agreement involving Focus Partners Wealth.

To learn more about the advisors currently working at Arbor 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.