Asset Allocation & Financial Planning
Asset Allocation & Financial Planning
July 17, 2023Press Releases
We are proud to announce, Matt McEwen has officially obtained the AIF®
AFO2024-02-11T08:53:47+00:00We 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
Proud to Announce, Rory Henry Has Officially Obtained His CFP®
AFO2023-07-21T03:08:33+00:00We 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
Financial Technology Industry Report
AFO2023-05-29T05:47:02+00:00The 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
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+00:00ViaPeople 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
Five Star Wealth Manager Award.
ramtin2023-04-19T20:30:17+00:00Warren 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
1Q 2023 Recap & 2Q 2023 Outlook
AFO2023-04-17T00:08:47+00:001Q 2023 Recap & 2Q 2023 Outlook 2-QuarterlyLetter-2Q23
April 16, 2023Press Releases
Global Equity Markets 2Q 2023 Update
AFO2023-04-16T13:46:33+00:00Global Equity Markets 2Q 2023 Update GlobalEquity-2Q2023-1
April 16, 2023Press Releases
April 16, 2023Press Releases