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 provide comprehensive financial advisory solutions to a select client base who seeks a prudent investment approach. Our investment philosophy is grounded in academic evidence and not on the typical Wall Street model, which is focused on making money for them, not making money for you. Our objective as an advisor and what differentiates us is twofold:

  1. We focus on having a plan in place to help you achieve your financial goals, and
  2. 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 become your “Wealth Advocate” – an advisor whose interests are aligned with yours, without hidden fees or conflicts of interest that skew investment choices and financial planning decisions.

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.

By choice – and by legal requirement – we are held to a fiduciary standard of care with advice and actions exclusively focused on the client’s best interest.

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.  

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