A complete list of active advisors currently associated with Arbor Wealth Management, LLC
Warmer can help you find a great advisor at Arbor Wealth Management, LLC or one who fits your needs even better.
Arbor Wealth Management provides portfolio management, financial planning, and ERISA retirement plan consulting to individuals, high-net-worth households, and small businesses. The firm manages approximately $138 million across about 111 client relationships and offers both custom management and ETF-model strategies keyed to each client’s Investment Policy Statement. The firm’s investment process centers on creating a documented Investment Policy Statement, using model portfolios, ETFs, and long‑term trading informed by modern portfolio theory, with allocations adjusted for household-level tax and financial circumstances. Arbor generally limits households under $500,000 to an ETF-only strategy and retains discretionary trading authority within client-imposed guidelines. The brochure discloses several features that distinguish the firm from many peers: principals are licensed insurance agents and may receive commissions on insurance products, and the firm discloses paid referral arrangements with third parties. The brochure also indicates the firm uses client testimonials in advertising and receives custodial research and soft‑dollar services from its recommended custodian, practices that are less common among similar supported firms.
To learn more about the advisors currently working at Arbor Wealth Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
Tempe, AZ
| 13
| |
Tempe, AZ
| 13
|
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