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  • Home
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    • Multi Family Office Services
      • Accounting
      • Tax Efficiency
      • M&A Advisory
      • Wealth Strategy
      • Family Governance
      • Philanthropic Initiatives
    • Wealth Management Services
      • Investment Management
      • Individual Retirement Account (IRA)
      • 529 Plan
      • Corporate Retirement Plan
    • Financial Planning Services
      • Tax Planning
      • Estate Planning
      • Financial Planning
      • Retirement Planning
    • AFO GUIDELINES TO FINANCIAL FREEDOM

  • Offices
    • Southern California
    • Northern California
    • Michigan
    • Virginia
  • Team
  • Contact

Arrowroot Family Office Asset Allocation & Financial Planning

AFO2022-07-25T10:17:25+00:00

AFO Quarterly Perspective on Asset Allocation & Financial Planning. With recent volatility in the markets, we wanted to share our AFO Quarterly Perspective on Asset Allocation & Financial Planning. “Time, not timing, is what matters” Was this content useful for you? ...

June 19, 2022Press Releases
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Arrowroot Family Office Global Economic Activity Report

AFO2022-07-25T10:13:14+00:00

Arrowroot Family Office Global Economic Activity Report We are pleased to release our most recent Global Economic Activity Report, highlighting much of the data being sited in news cycles. Was this content useful for you? ...

June 19, 2022Press Releases
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Secure Act 2.0 Would Benefit Many Retirees And Young People​

AFO2022-07-25T10:22:36+00:00

SECURE ACT 2.0 WOULD BENEFIT MANY RETIREES AND YOUNG PEOPLE The second Secure Act (H.R. 5954) has passed the House in an overwhelming bipartisan fashion. While it must go through the Senate and be signed by the president, some version of it will likely get passed.  Here are some of the...

April 1, 2022Blogs, Retirement
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AFO & DSK Partnership​

AFO2022-07-25T10:14:23+00:00

Arrowroot Family office & DKS Tax and Consulting Partnership Arrowroot Family Office and DKS Tax and Consulting have announced a strategic partnership that will allow DKS Tax & Consulting clients access to holistic wealth management and family office services through Arrowroot’s AFO Wealth Management Forward Program. “Our program was built for...

March 31, 2022Press Releases
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Active Vs. Passive Investment: How To Choose The Right Strategy

AFO2022-07-25T10:25:34+00:00

When investing, people often wonder what is the best strategy(active or passive investment)? First, Active investing is buying and selling investments based on research or a set trigger. Active investors try to outperform the index they are tracking, like the S&P 500 index, which is made up of the largest publicly...

March 29, 2022Investment
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The War In Ukraine

AFO2022-07-25T10:15:38+00:00

The loss of life, liberty, and resources we are witnessing in Ukraine is truly heartbreaking. Sadly, this is not an isolated event in history or even current day

March 18, 2022Press Releases
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Tax Planning Strategies For High Net Worth Individuals

AFO2022-08-07T07:03:25+00:00

Invest in Companies that Pay Qualified Dividends  Most high income earners know that taxes on capital gains are lower than standard income taxes. For this reason, affluent individuals tend to invest, as that income won’t be subject to as much taxation. Depending on where you invest and with the right tax...

February 16, 2022TAX PLANNING
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Mark McCarrron CFP

AFO2022-07-25T10:17:35+00:00

PRESS RELEASE – Mark McCarrron CFP Charlottesville, VA (BUSINESS WIRE)—Arrowroot Family Office, LLC “AFO”), a leading independent registered investment adviser (“RIA”)* that specializes in holistic financial planning, investment management & tax has acquired Bond Wealth Advisory, LLC, led by Mark McCarron CFP. Mr. McCarron adds financial planning and capital markets expertise...

February 9, 2022Press Releases
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Arrowroot Family Office Continues Growth Of Wealth Management Business, Announces Inaugural Team In Michigan

AFO2022-07-25T10:19:03+00:00

Arrowroot Family Office continues growth of Wealth Management Business, Announces Inaugural Team in Michigan Marina del Rey, CA May 18, 2021, Arrowroot Family Office, LLC (“Arrowroot” or the “Firm”) today announced the expansion of its Private Wealth Management platform with the merger of The Athena Financial Group, the firm’s first Michigan-based private...

February 9, 2022Press Releases
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Arrowroot Family Office Establishes Subadvisor Relationship With Roundhouse

AFO2022-07-25T10:19:46+00:00

Arrowroot Family Office Establishes subadvisor relationship with Roundhouse Marina del Rey, CA, May 25, 2021 / Arrowroot Family Office, LLC, a boutique, registered investment advisor, with offices in California, Michigan and Virginia, today announced a new sub-advisory relationship with Roundhouse, a real estate investment and development team focused on the Mountain...

February 9, 2022Press Releases
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  • 4553 Glencoe Ave, Suite 201, Marina del Rey, CA 90292
    (310)566-5865
  • 2 Boars Head Ln, Suite 110, Charlottesville, VA 22903
    (626) 712-2090
  • 1264 Hawks Flight Ct Suite 290, El Dorado Hills, CA 95762
    (916) 384-0050
  • 705 Barclay Circle, Suite 125, Rochester Hills, MI 48307
    (248) 453-5252
  • Investment Management
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We are investment advisers registered with both the Securities and Exchange Commission (SEC) and state securities authorities. Click the links below to review our Form ADV:

Form ADV Part 1.pdf

Form ADV Part 2.pdf

Form CRS

    Terms & Condition | Privacy Policy | Web Accessibility

Copyright © 2022 Arrowroot Family Office – All rights reserved.

Services

Links

  • 4553 Glencoe Ave, Suite 201, Marina del Rey, CA 90292
    (310)566-5865
  • 2 Boars Head Ln, Suite 110, Charlottesville, VA 22903
    (626) 712-2090
  • 1264 Hawks Flight Ct Suite 290, El Dorado Hills, CA 95762
    (916) 384-0050
  • 705 Barclay Circle, Suite 125, Rochester Hills, MI 48307
    (248) 453-5252
  • Investment Management
  • 529 Plan
  • IRA
  • 403(b)
  • 401(k)
  • Corporate retirement
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Financial Planning

Newsletter

  • M&A Mergers
  • Arrowroot Capital
  • CPA Partnership
  • Press Releases
  • Careers
  • Blogs
We are investment advisers registered with both the Securities and Exchange Commission (SEC) and state securities authorities. Click the links below to review our Form ADV:

Form ADV Part 1.pdf

Form CRS

Form ADV Part 2.pdf

    Terms & Condition | Privacy Policy | Web Accessibility

Copyright © 2022 Arrowroot Family Office – All rights reserved.

  • 4553 Glencoe Ave, Suite 201, Marina del Rey, CA 90292
    (310)566-5865
  • 2 Boars Head Ln, Suite 110, Charlottesville, VA 22903
    (626) 712-2090
  • 1264 Hawks Flight Ct Suite 290, El Dorado Hills, CA 95762
    (916) 384-0050
  • 705 Barclay Circle, Suite 125, Rochester Hills, MI 48307
    (248) 453-5252

Services

  • Investment Management
  • 529 Plan
  • IRA
  • 403(b)
  • 401(k)
  • Corporate retirement
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Financial Planning

Links

  • M&A Mergers
  • Arrowroot Capital
  • CPA Partnership
  • Press Releases
  • Careers
  • Blogs

Newsletter

We are investment advisers registered with both the Securities and Exchange Commission (SEC) and state securities authorities. Click the links below to review our Form ADV:

Form ADV Part 1.pdf

Form ADV Part 2.pdf

Form CRS

    Terms & Condition | Privacy Policy | Web Accessibility

Copyright © 2022 Arrowroot Family Office – All rights reserved.