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

      GUIDELINES TO FINANCIAL FREEDOM

  • Offices
    • Southern California
    • Northern California
    • Michigan
    • Virginia
    • Washington State
  • About
  • Press
  • Contact
  • Client Login
  • BOOK A CALL

Global Economic Activity

ramtin2023-07-21T21:09:55+00:00

Global Economic Activity

July 21, 2023Press Releases
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Global Credit Markets

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Global Credit Markets

July 18, 2023Press Releases
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10 Market Themes for 3Q 2023

ramtin2023-07-18T21:23:58+00:00

10 Market Themes for 3Q 2023

July 18, 2023Press Releases
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Global Equity Markets

ramtin2023-07-21T21:13:13+00:00

Global Equity Markets

July 18, 2023Press Releases
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Asset Allocation & Financial Planning

ramtin2023-07-21T21:19:38+00:00

Asset Allocation & Financial Planning

July 18, 2023Press Releases
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2Q 2023 & 3Q 2023 Outlook

ramtin2023-07-18T21:27:37+00:00

2Q 2023 & 3Q 2023 Outlook

July 17, 2023Press Releases
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We are proud to announce, Matt McEwen has officially obtained the AIF.

We are proud to announce, Matt McEwen has officially obtained the AIF®

AFO2023-07-21T03:09:12+00:00

We are proud to announce Matt McEwen, an experienced and knowledgeable Vice President within the leadership team at the Michigan Arrowroot Family Office, has obtained the AIF designation administered by Fi360, formerly known as the Center for Fiduciary Studies.

May 29, 2023Press Releases
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Proud to Announce, Rory Henry Has Officially Obtained His CFP.

Proud to Announce, Rory Henry Has Officially Obtained His CFP®

AFO2023-07-21T03:08:33+00:00

We are proud to announce Rory Henry, CFP®, BFA™, a Director on the Arrowroot Family Office team and the AFO Wealth Management Forward team, has officially obtained his Certified Financial Planning (CFP) designation.

May 29, 2023Press Releases
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Financial Technology Industry Report

AFO2023-05-29T05:47:02+00:00

The global FinTech-as-a-service market size is expected to reach $949.49 Billion by 2030, growing at a CAGR of 17.2% from 2022 to 2030.

May 18, 2023Press Releases
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Arrowroot Advisors is pleased to have served as the exclusive M&A advisor to ViaPeople on its recent sale to Solen Ventures.

ramtin2023-07-05T15:12:28+00:00

ViaPeople recent sale to Solen Ventures. ViaPeople specializes in people management software and is an influential leader in the human resource software industry. The company provides performance management software, succession planning, and 360-degree feedback solutions that elevate the expectations of clients with unparalleled quality of service. Founders Leah Groehler, Ph.D., and...

April 19, 2023Press Releases
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  • 4553 Glencoe Ave, Suite 201, Marina del Rey, CA 90292
    (833) 224-2249
  • 2 Boars Head Ln, Suite 110, Charlottesville, VA 22903
    (626) 712-2090
  • 1107 Investment Blvd, Suite 160 El Dorado Hills, CA 95762
    (916) 384-0050
  • 725 Barclay Circle, Suite 125, Rochester Hills, MI 48307
    (248) 453-5252
  • Investment Management
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Arrowroot Family Office LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (“SEC”). Registration with the SEC does not constitute an endorsement by the SEC, nor does it imply that AFO has attained a certain level of skill or ability. Content should not be construed as legal or tax advice, AFO is not engaged in the practice of law or accounting.

Form ADV Part 2.pdf

Form CRS .pdf

    Terms & Condition | Privacy Policy | Web Accessibility

Copyright © 2023 Arrowroot Family Office – All rights reserved.

Services

Links

  • 4553 Glencoe Ave, Suite 201, Marina del Rey, CA 90292
    (833) 224-2249
  • 2 Boars Head Ln, Suite 110, Charlottesville, VA 22903
    (626) 712-2090
  • 1107 Investment Blvd, Suite 160 El Dorado Hills, CA 95762
    (916) 384-0050
  • 705 Barclay Circle, Suite 215, 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
  • M&A Mergers
  • Arrowroot Capital
  • Join Arrowroot
  • CPA Partnership
  • Press Releases
  • Careers
  • Events
  • Blogs
  • Clients Login

Newsletter

Arrowroot Family Office LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (“SEC”). Registration with the SEC does not constitute an endorsement by the SEC, nor does it imply that AFO has attained a certain level of skill or ability. Content should not be construed as legal or tax advice, AFO is not engaged in the practice of law or accounting.

Form ADV Part 2.pdf

Form CRS .pdf

    Terms & Condition | Privacy Policy | Web Accessibility
Copyright © 2023 Arrowroot Family Office – All rights reserved.
  • 4553 Glencoe Ave, Suite 201, Marina del Rey, CA 90292
    (833) 224-2249
  • 2 Boars Head Ln, Suite 110, Charlottesville, VA 22903
    (626) 712-2090
  • 1107 Investment Blvd, Suite 160 El Dorado Hills, CA 95762
    (916) 384-0050
  • 705 Barclay Circle, Suite 215, 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
  • Join Arrowroot
  • CPA Partnership
  • Press Releases
  • Careers
  • Events
  • Blogs
  • Clients Login

Newsletter

Arrowroot Family Office LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (“SEC”). Registration with the SEC does not constitute an endorsement by the SEC, nor does it imply that AFO has attained a certain level of skill or ability. Content should not be construed as legal or tax advice, AFO is not engaged in the practice of law or accounting.

Form ADV Part 2.pdf

Form CRS

    Terms & Condition | Privacy Policy | Web Accessibility
Copyright © 2023 Arrowroot Family Office – All rights reserved.
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