Arbor Wealth Advisors, LLC is a boutique financial advisory firm focusing on a limited number of close, personal relationships. By staying small and selective, Arbor Wealth Advisors is able to build every client relationship based on trust and open communication.
- We focus on having a plan in place to help you achieve your financial goals, and
- As our colleague at the BAM ALLIANCE, Carl Richards, puts it, we close the “Behavior Gap” between the investment returns and investor returns that are usually realized in investor portfolios.
We operate with transparency and simplicity. Clients pay Arbor Wealth Advisors an annual flat retainer fee, determined after our initial discovery meeting and based upon the complexity of your financial situation.
Based in Troy, Michigan, Arbor Wealth Advisors works with around 55 families across the United States. We are an independent member of The BAM ALLIANCE, which provides Arbor Wealth Advisors with exceptional expertise, support, tools, and talent. Arbor Wealth Advisors does not act as a custodian of client assets. Rather, client accounts are held at Fidelity Investments or Schwab.