Welcome to Arrowroot Family Office branch in Virginia

we create a unique financial plan tailored to your needs and goals.

Arrowroot Family Office branch in Virginia

Arrowroot Family Office functions on a holistic approach to every service we offer. This means we focus on your short-term and long-term goals individually. We go beyond a simple solution that is loosely applicable to every client. Instead, we create a unique financial plan tailored to your needs and goals.

The process that we follow can be simplified into a few simple steps:

1 – Analyze Your Situation

An Arrowroot advisor will meet with you to understand your situation and goals.

2 – Review your Documents

The advisor will review your financial documents and any pertinent information.

3 – Creating a Plan

Once your financial situation has been thoroughly analyzed, the advisor will have recognized areas where you are struggling and where you could potentially succeed. This information will help them create a comprehensive plan for the future.

4- Implementing the Plan and Long Term Adjusting

Once you and the advisor have devised a plan, they will help you implement it and make adjustments throughout the years when things change.

While this is just a general process that our advisors follow, each service that AFO Virginia offers has more specifics that go with it. We offer services that range from investment planning, tax planning, life transition planning, estate planning, to retirement planning. Whatever your situation is, we have you covered.

Our main objective as a family office is to guarantee that you are confident in your financial life and trust that your team of advisors has your best interest at heart.

Mark McCarron, CFP

Managing Director

Mr. McCarron joined Arrowroot Family office in 2020 after founding and operating the independent advisory firm Bond Wealth Management, a comprehensive advice and investment management company. Prior to Bond Wealth Management, Mark worked in Credit Default Swap and Corporate Bond credit trading in New York City.

 

A Virginia native, Mark now lives in Charlottesville with his wife, Ashley, and their Labrador retrievers. He received a degree in Systems Engineering from the University of Virginia in 2005, holds the CFP® designation from the CFP Board, and is recognized by the National Association of Personal Finance Advisors (NAPFA). His insights on financial planning have been featured in the Wall Street Journal, USA Today and WalletHub.

Your legacy and your value

We have sufficient knowledge and experience in all kinds of estates (mini, medium, or large).

We pay attention to every detail of your preferences.

Your goals and aspirations are our primary concern, and we, therefore, guide you to maneuver through the whole process.



Our Services

Estate planning is vital to eliminate doubts, uncertainties, and disagreements that usually greet the death of a person without an estate plan or will.

To avoid this, a good succession plan is inevitable.

Our services include

Financial Advisory Function

As renowned financiers, we stand in a fiduciary relationship with our clients and provide adequate information for reliance. We are responsible for the results of all plans and investments made based on our advisory functions. Hence, we take the utmost duty of care in all our dealings.

Financial planning

We manage your budgeting through effective control of your portfolios. One of the reasons people invest is to save against the time incapacitation sets in. Other than death, one may be incapacitated by an illness or old age, which may degenerate into forced financial dependence. Adequate planning and management would prevent this.

Investments

Good management of your portfolio means a good investment and excellent yields. We manage your wealth for proper multiplication. It is one of the most straightforward jobs for us to do.

Estate Planning

A good plan for the future starts from the present. We will take adequate care of your estate planning according to your demands. We provide advice that yields excellent results and takes proper care of your estate.

Schedule a meeting-3

CALL TO SPEAK TO MARK TODAY

(434) 333-0820

Our goal is to preserve your resources to avoid wasteful spending and guarantee lifetime financial insurance. Your portfolio is of esteemed importance to us and which we diversify for efficient holding and security. We employ technological tools in our modes of operations and involve strategic planning for scoring you a perfect estate plan.