ARBOR FINANCIAL SERVICES, LLC

Overview

Arbor Financial Services, LLC is an independent registered investment adviser that provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm registered with the SEC in 2021 and operates as a limited liability company under individual/domestic ownership. Its client base is focused on individual and family relationships rather than institutional mandates. Arbor is not an active ESG investor, does not function as a capital allocator, and is not designated as a multi-state adviser. Investment activity centers on discretionary management: the firm runs separate managed accounts and uses exchange-traded equities as its primary sleeve. Its fee model is flexible—charging percentage-of-AUM fees alongside hourly and fixed-fee arrangements—allowing it to serve a range of wealth and planning needs. Arbor also supplements core portfolios with mutual funds, corporate debt, and selected alternative managers when appropriate for client objectives.

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Public Holdings

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Location & Offices