We are empowering families & entrepreneurs through comprehensive financial solutions
We are a multidisciplinary financial management organization that provides comprehensive solutions to affluent families and entrepreneurs across generations. Arrowroot Family Office is designed with the intent to provide holistic wealth management regardless of the size of a client’s net worth. We provide comprehensive planning and coordination of all financial aspects of an individual or household including investment management, retirement planning, tax planning, estate planning, and much more.
Why Families & Entrepreneurs Choose Arrowroot
We’re your trusted financial custodian
We’re your trusted financial custodian
We are fiduciaries, which means we don’t sell products. We act in your best interest. This is the foundation of our firm.
We charge our clients according to their needs
We know that one size fits all doesn’t work well with financial planning.We customize our fees according to your needs.
Team-based approach
Each of our clients will have an entire team assigned to them based on their financial planning needs and goals.
We are employee-owned
Unlike many investment advisory firms, we are not beholden to private equity owners or shareholders who are solely focused on profits.
We don’t have account minimums
We provide the same level of high service, transparency, technology, and advice regardless of account size.
Create multi-generation wealth
There is value in our craft beyond profits & we are proud of always putting our clients & their families first.
Your Financial Success Is Our Motive
What Makes Our Firm Unique?
- We customize our fees according to your needs.
- We use best-in-class technology to allow clients to monitor their financials.
- We are not beholden to private equity owners or shareholders.
- You will have an entire team assigned to you based on their financial planning needs and goals.
- We provide the same level of high service, transparency, technology, and advice regardless of account size.
- We are fiduciaries, we don’t sell products. We only act in your best interest.
- Frequent Communication & 24/7 availability.
- Virtual or in-person meeting.
Our Process
We continuously understand your goals, research solutions, and present strategies to achieve them. We also review and update your plan to remain relevant to your changing circumstances and market conditions.
01
Book your advisory call with your preferred AFO advisor.
02
Our team will meet with you to understand your financial needs.
03
We will collect as much relevant information as needed.
04
We’ll have an internal meeting to ensure a suitable strategy.
05
Prepare analysis, and present solutions and decision options.
06
Agree on the proposed plan. Start to execute your financial strategies & goals.
07
Log in to your dashboard to track your financials.
08
Regular 1-1 Q&As with your advisor.
over 100 years of combined fiduciary experience
Helping you achieve your evolving financial objectives
Tax strategies & understanding your tax bracket 2023
10 tips for a comfortable retirement
Who does your financial advisor REALLY work for?
You’ve worked hard to establish your wealth and build a bright future for your family. Arrowroot Family Office is a multidisciplinary group of advisors, who work collaboratively with high net worth individuals, entrepreneurs, families, and family offices to achieve their goals. Your success is our purpose.
Rob Santos
CEO