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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
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      • 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
  • About
  • Press
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  • BOOK A CALL
We are proud to announce, Matt McEwen has officially obtained the AIF.

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

AFO2023-05-29T07:01:41+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.

AFO2023-05-29T07:02:15+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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Five Star Wealth Manager Award.

ramtin2023-04-19T20:30:17+00:00

Warren resident Diane Young AIF®, one of the top experienced and knowledgeable partners at the Arrowroot Family Office team, has been named a Five Star Wealth Manager in the state of Michigan. Diane Young AIF® has earned this distinguished award for the 5th year, representing Arrowroot Family Office as a...

April 19, 2023Press Releases
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1Q 2023 Recap & 2Q 2023 Outlook

AFO2023-04-17T00:08:47+00:00

1Q 2023 Recap & 2Q 2023 Outlook 2-QuarterlyLetter-2Q23

April 16, 2023Press Releases
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Global Equity Markets 2Q 2023 Update

AFO2023-04-16T13:46:33+00:00

Global Equity Markets 2Q 2023 Update GlobalEquity-2Q2023-1

April 16, 2023Press Releases
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10 Market Themes for 2Q 2023

AFO2023-04-16T13:46:06+00:00

10 Market Themes for 2Q 2023 QMP-2Q23-1

April 16, 2023Press Releases
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Global Economic Activity 2Q 2023 Update

AFO2023-04-16T13:45:24+00:00

Global Economic Activity 2Q 2023 Update Econ-2Q2023-compressed

April 16, 2023Press Releases
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Asset Allocation & Financial Planning 2Q 2023 Update

AFO2023-04-16T13:43:52+00:00

Asset Allocation & Financial Planning 2Q 2023 Update AAFP-2Q2023-compressed

April 16, 2023Press Releases
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Diane Young AIF®, one of our top experienced partners, is renewing her term on the Financial Planning Association of Michigan 2023 Board of Directors.

AFO2023-02-02T08:13:26+00:00

Diane Young AIF®, one of our top experienced and knowledgeable partners at the Arrowroot Family Office team, is renewing her term on the Financial Planning Association of Michigan 2023 Board of Directors. We are proud to see Diane join other honorable and esteemed professionals as part of Michigan’s country-renowned financial...

January 30, 2023Press 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
  • 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 © 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 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 © 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 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 © 2022 Arrowroot Family Office – All rights reserved.

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