Asset Allocation & Financial Planning
Asset Allocation & Financial Planning AAFP_3Q-2022
Merger between Lagunitas Asset Management and Arrowroot Family Office.
ramtin2022-08-16T21:06:51+00:00Arrowroot 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
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+00:00Diane 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
AFO continues its strategic expansion in Michigan with Matthew McEwen as VP.
ramtin2022-09-05T07:46:08+00:00Matthew 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
Charlottesville Regional Chamber of Commerce | ‘Chamber Spotlight’
ramtin2022-08-03T20:31:40+00:00After 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
Michael Villarica – AFO continues its strategic expansion
ramtin2022-09-05T07:46:41+00:00As 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
Arrowroot Family Office Asset Allocation & Financial Planning
AFO2022-07-25T10:17:25+00:00AFO Quarterly Perspective on Asset Allocation & Financial Planning. With recent volatility in the markets, we wanted to share our AFO Quarterly Perspective on Asset Allocation & Financial Planning. “Time, not timing, is what matters” Was this content useful for you? ...
June 19, 2022Press Releases
Arrowroot Family Office Global Economic Activity Report
AFO2022-07-25T10:13:14+00:00Arrowroot Family Office Global Economic Activity Report We are pleased to release our most recent Global Economic Activity Report, highlighting much of the data being sited in news cycles. Was this content useful for you? ...
June 19, 2022Press Releases
The War In Ukraine
AFO2022-07-25T10:15:38+00:00The loss of life, liberty, and resources we are witnessing in Ukraine is truly heartbreaking. Sadly, this is not an isolated event in history or even current day
March 18, 2022Press Releases
Mark McCarrron CFP
AFO2022-07-25T10:17:35+00:00PRESS RELEASE – Mark McCarrron CFP Charlottesville, VA (BUSINESS WIRE)—Arrowroot Family Office, LLC “AFO”), a leading independent registered investment adviser (“RIA”)* that specializes in holistic financial planning, investment management & tax has acquired Bond Wealth Advisory, LLC, led by Mark McCarron CFP. Mr. McCarron adds financial planning and capital markets expertise...
February 9, 2022Press Releases