A complete list of active advisors currently associated with ArborStone Financial, LLC
Warmer can help you find a great advisor at ArborStone Financial, LLC or one who fits your needs even better.
ArborStone Financial provides discretionary wealth management and investment advisory services to individuals, high‑net‑worth individuals, trusts, and estates. Services described in the brochure include model‑portfolio investment management (primarily ETFs, low‑cost mutual funds, and individual securities), retirement account advice, financial planning, and estate‑planning facilitation through a third‑party platform, with referrals to unaffiliated specialists as needed. The firm’s investment process emphasizes fundamental analysis and strategic asset allocation delivered through model portfolios and tailored portfolio construction; strategies are generally long‑term focused but the firm may rebalance or trade shorter‑term to meet client needs or tax objectives. ArborStone operates as a fiduciary, maintains ongoing personal client contact, provides discretionary portfolio management, and may engage Independent Managers for portions of client assets while retaining oversight. Compared with many peers in the supported‑advisor category, the firm manages a relatively large pool of discretionary assets (about $476 million) for roughly 1,129 clients while operating with four advisors, which implies a high asset‑per‑advisor ratio. Its advisory team holds advanced industry credentials (CFP, CIMA, CPWA, CFA), maintains insurance licenses and may earn commissions for insurance sales (advisors report devoting about 10% of their time to those activities), and the firm has an institutional custodial relationship with Charles Schwab and uses third‑party estate‑planning technology—features that affect how services are delivered and introduce identifiable conflicts of interest that clients should review.
To learn more about the advisors currently working at ArborStone Financial, 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 |
|---|---|---|
Andover, MA
| 31
| |
Andover, MA
| 11
| |
Andover, MA
| 34
| |
Andover, MA
| 33
|
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