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  • Home
  • Services
    • Wealth Management Services
      • Investment Management
      • Individual Retirement Account (IRA)
      • 529 Plan
      • Corporate Retirement Plan
    • Financial Planning Services
      • Equity Compensation
      • Financial 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
    • Washington State
  • About
  • Press
  • Contact
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Market Update 1Q 2023 Update

AFO2023-01-23T12:17:42+00:00

Market Update 1Q 2023 Update MarketUpdate-1Q2023_01.12.23

January 23, 2023Press Releases
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Global Credit Markets 1Q 2023 Update

AFO2023-01-23T12:14:58+00:00

Global Credit Markets 1Q 2023 Update GlobalCredit-1Q2023-01.13.23-1

January 23, 2023Press Releases
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Global Equity Markets 1Q 2023 Update

AFO2023-01-23T12:11:33+00:00

Global Equity Markets 1Q 2023 Update GlobalEquity-1Q2023_01.13.23

January 23, 2023Press Releases
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Global Equity Markets

AFO2022-09-21T05:51:18+00:00

Global Equity Markets Global-Equity-Markets_3Q_2022

September 21, 2022Press Releases
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Asset Allocation & Financial Planning

AFO2022-09-21T05:49:42+00:00

Asset Allocation & Financial Planning AAFP_3Q-2022

September 21, 2022Press Releases
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Lagunitas Asset Management

Merger between Lagunitas Asset Management and Arrowroot Family Office. 

ramtin2022-08-16T21:06:51+00:00

Arrowroot Family Office continues its strategic expansion and is thrilled to announce the merger between Lagunitas Asset Management and Arrowroot Family Office.

August 15, 2022Press Releases, Strategic expansion
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Arrowroot Family Office is thrilled to announce that one of our dedicated Partners, Diane Young, will be one of the headlining speakers at the Fearless Investing Summit.

ramtin2022-09-05T07:44:45+00:00

Diane Young, one of our top experienced and knowledgeable partners on our team, will be joining multiple speakers from our financial service software partner Riskalyze. We are proud to see her speak alongside Board Chair Laurie Shultz, Board Member Tricia Rothschild, and CEO Aaron Klien. The Fearless Investing Summit is...

August 11, 2022Press Releases
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Matthew McEwen

AFO continues its strategic expansion in Michigan with Matthew McEwen as VP. 

ramtin2022-09-05T07:46:08+00:00

Matthew McEwen has joined Arrowroot Family Office as a Vice-President. He recently worked for Edward Jones, running the Berkley Michigan office. Prior to that, Mr. McEwen was in Information Technology for 21 years, entering the field as a Programmer and ending his I.T. journey in Project Management.  McEwen will be responsible...

August 9, 2022Press Releases, Strategic expansion
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Charlottesville Regional Chamber of Commerce | ‘Chamber Spotlight’

ramtin2022-08-03T20:31:40+00:00

After 1.5 years as a Partner at Arrowroot Family Office, Mark McCarron was honored by the Charlottesville Regional Chamber of Commerce as a ‘Chamber Spotlight’ feature.  Charlottesville, NC August 2022 –  Since its inception, Arrowroot Family Office has been well known for working with its clients to help them achieve their...

August 3, 2022Press Releases
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Michael Villarica – AFO continues its strategic expansion

ramtin2022-09-05T07:46:41+00:00

As the LA office continues its strategic expansion, the Arrowroot Family Office is thrilled to welcome a new team member that brings a robust set of analytical skills, Michael Villarica.  Los Angeles, CA August 2022 –  His background in technology paired with his love for analytics made Michael Villarica the perfect...

August 1, 2022Press Releases
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  • 4553 Glencoe Ave, Suite 200, 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 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
  • 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
  • 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.

Please note that you are exiting Arrowroot Family Office's website and entering one of a separate company. Arrowroot Family Office does not recommend or confirm any information on this site. Please read all disclosures on Arrowroot Family Office's website and that of the company's page you are about to enter. Continue Cancel