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  • Home
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    • Wealth Management Services
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    • Multi Family Office Services
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      • M&A Advisory
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      • Family Governance
      • Philanthropic Initiatives
    • form

      GUIDELINES TO FINANCIAL FREEDOM

  • Offices
    • Southern California
    • Northern California
    • Michigan
    • Virginia
    • Washington State
  • About
  • Press
  • Contact
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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®

AFO2024-02-11T08:53:47+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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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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  • 4553 Glencoe Ave, Suite 200, Marina del Rey, CA 90292
    (833) 224-2249
  • 229 Ave I #300, Redondo Beach, CA 90277
  • 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 215, Rochester Hills, MI 48307
    (248) 453-5252
  • 950 Broadway, Suite M100, Tacoma WA 98402
    (253) 858-2427
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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.


AFO Form ADV
(Part 2A & Part 2B)

AFO – ADV Part 3
Form CRS

    Terms & Condition | Privacy Policy | Web Accessibility

Copyright © 2025 Arrowroot Family Office – All rights reserved.

Services

Links

  • 4553 Glencoe Ave, Suite 200, Marina del Rey, CA 90292
    (833) 224-2249
  • 229 Ave I #300, Redondo Beach, CA 90277
  • 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 215, Rochester Hills, MI 48307
    (248) 453-5252
  • 950 Broadway, Suite M100, Tacoma WA 98402
    (253) 858-2427
  • Investment Management
  • 529 Plan
  • IRA
  • 403(b)
  • 401(k)
  • Corporate retirement
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Financial Planning
  • M&A
  • 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.


AFO Form ADV (Part 2A & Part 2B)

AFO – ADV Part 3 Form CRS

    Terms & Condition | Privacy Policy | Web Accessibility

Copyright © 2025 Arrowroot Family Office – All rights reserved.

  • 4553 Glencoe Ave, Suite 200, Marina del Rey, CA 90292
    (833) 224-2249
  • 229 Ave I #300, Redondo Beach, CA 90277
  • 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 215, Rochester Hills, MI 48307
    (248) 453-5252
  • 950 Broadway, Suite M100, Tacoma WA 98402
    (253) 858-2427

Services

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

Calculators

  • Traditional IRA Calculator
  • Roth IRA Calculator

Links

  • M&A
  • 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.

AFO Form ADV (Part 2A & Part 2B)

AFO – ADV Part 3 Form CRS

    Terms & Condition | Privacy Policy | Web Accessibility

Copyright © 2025 Arrowroot Family Office – All rights reserved.

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