A complete list of active advisors currently associated with Arrow Wealth Advisors

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

Arrow Wealth Advisors serves individual and high-net-worth clients, as well as charities and business entities, offering discretionary portfolio management, financial planning, and ERISA retirement-plan advisory services. The firm manages accounts directly and, for smaller accounts, may use the Betterment for Advisors platform to deliver digital asset management alongside traditional planning and consulting. The firm’s investment approach is evidence-informed and market-centric, emphasizing broadly diversified portfolios, systematic implementation, and tax-aware decisions tied to individualized financial plans. Arrow Wealth uses discretionary authority to manage portfolios, may delegate management to independent managers or Betterment when appropriate, and supervises those relationships while avoiding performance-based fee arrangements. Noteworthy aspects include a recent material change filed in the firm’s Form ADV (an update to Item 5 regarding fee disclosures), which is recorded in the brochure’s Material Changes section. The firm also documents limited-scope ERISA 3(21) services that exclude certain non-public or illiquid plan assets from fee calculations and maintains a formal business relationship with Betterment that provides platform and support services to the firm.

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