GUIDELINES TO FINANCIAL FREEDOM
GUIDELINES TO FINANCIAL FREEDOM
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...
AFO 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? ...
Arrowroot 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? ...
The 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
PRESS 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...
Arrowroot Family Office continues growth of Wealth Management Business, Announces Inaugural Team in Michigan Marina del Rey, CA May 18, 2021, Arrowroot Family Office, LLC (“Arrowroot” or the “Firm”) today announced the expansion of its Private Wealth Management platform with the merger of The Athena Financial Group, the firm’s first Michigan-based private...
Arrowroot Family Office Establishes subadvisor relationship with Roundhouse Marina del Rey, CA, May 25, 2021 / Arrowroot Family Office, LLC, a boutique, registered investment advisor, with offices in California, Michigan and Virginia, today announced a new sub-advisory relationship with Roundhouse, a real estate investment and development team focused on the Mountain...