ARBOR FAMILY WEALTH ADVISORS, INC.

Overview

Arbor Family Wealth Advisors, Inc. is organized as a corporation that positions itself as a capital allocator and advisory firm focused on financial planning and the selection of other advisers. The firm operates on a fixed-fee model rather than asset-based fees, which aligns with a planning-centric engagement model. Arbor Family Wealth Advisors, Inc. does not identify itself as an active ESG investor and is not registered as a multistate adviser. The firm’s stated advisory activities emphasize financial planning and outsourcing the selection of investment managers to third parties. That combination suggests Arbor Family Wealth Advisors, Inc. acts more as a planner and coordinator for client relationships, outsourcing discrete investment management responsibilities to subadvisers or external managers when appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices