ESTATE AND TRUST ADVISORS IN CHARLOTTESVILLE

Welcome to AFO Estate and Trust Advisors in Charlottesville.

VALUE-ORIENTED ADVISORY SERVICES
AND GOOD CUSTOMER SERVICES

Welcome to AFO Estate and Trust Advisors in Charlottesville. We provide a wide range of solutions that meet your estate and trust advisory needs.

At Arrowroot Family Office, we make efforts to assist everyone in maintaining their financial independence and freedom.

Our vast array of Wealth management services is geared at managing the economic life of our clients.

To meet your needs for an estate and trust advisor, we provide advice for all transactions and business investments while helping you plan and manage your estate. Our services are tailored to families of all sizes.

 

Estate and Trusts, unlike other investments, usually have beneficiaries. On the one hand, the estate has to do with wills and plans made for the eventuality of death. On the other hand, trust is central to estate planning. A person who administers an estate holds in trust until the final execution of such estate.


At AFO, we set up a trust-based on the settlor’s instructions. Trust may also be used for the protection of your assets.

Mark McCarron, CFP

Managing Director

Mr. McCarron joined Arrowroot Family office in 2020 after founding and operating the independent advisory firm Bond Wealth Management, a comprehensive advice and investment management company. Prior to Bond Wealth Management, Mark worked in Credit Default Swap and Corporate Bond credit trading in New York City.

 

A Virginia native, Mark now lives in Charlottesville with his wife, Ashley, and their Labrador retrievers. He received a degree in Systems Engineering from the University of Virginia in 2005, holds the CFP® designation from the CFP Board, and is recognized by the National Association of Personal Finance Advisors (NAPFA). His insights on financial planning have been featured in the Wall Street Journal, USA Today and WalletHub.

Your legacy and your value

We have sufficient knowledge and experience in all kinds of estates (mini, medium, or large).

We pay attention to every detail of your preferences.

Your goals and aspirations are our primary concern, and we, therefore, guide you to maneuver through the whole process.

Our Services

Estate planning is vital to eliminate doubts, uncertainties, and disagreements that usually greet the death of a person without an estate plan or will.

To avoid this, a good succession plan is inevitable.

Our services include

Financial Advisory Function

As renowned financiers, we stand in a fiduciary relationship with our clients and provide adequate information for reliance. We are responsible for the results of all plans and investments made based on our advisory functions. Hence, we take the utmost duty of care in all our dealings.

Financial planning

We manage your budgeting through effective control of your portfolios. One of the reasons people invest is to save against the time incapacitation sets in. Other than death, one may be incapacitated by an illness or old age, which may degenerate into forced financial dependence. Adequate planning and management would prevent this.

Investments

Good management of your portfolio means a good investment and excellent yields. We manage your wealth for proper multiplication. It is one of the most straightforward jobs for us to do.

Estate Planning

A good plan for the future starts from the present. We will take adequate care of your estate planning according to your demands. We provide advice that yields excellent results and takes proper care of your estate.

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Call Us (310) 341-4774

Our goal is to preserve your resources to avoid wasteful spending and guarantee lifetime financial insurance. Your portfolio is of esteemed importance to us and which we diversify for efficient holding and security. We employ technological tools in our modes of operations and involve strategic planning for scoring you a perfect estate plan.