Darrow Wealth Group

Overview

Darrow Wealth Group operates as an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on financial planning and discretionary portfolio management for individuals, families and small-business owners, and it also provides pension consulting and publishes periodic client-facing materials. Its advisory model combines percentage-of-assets fees with fixed-fee engagements, allowing for both ongoing AUM relationships and project-based planning work. Investment activity is centered on publicly available pooled vehicles—mutual funds and other public funds— which make up the largest share of client assets. The firm does not position itself as an ESG-focused manager and is not labeled a multi-state adviser. Darrow Wealth Group is not a capital allocator in the sense of serving as a dedicated feeder to proprietary private funds; instead it primarily uses third-party funds and financial products to implement client strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices