Welcome to Arrowroot Family Office in Michigan

we provide numerous services to suit your financial planning needs.

Welcome to Arrowroot Family Office in Michigan. At AFO, we provide numerous services to suit your financial planning needs.

Our goal is to make you feel confident that your finances are secure and in good hands with our trusted advisors.

Some of the services we offer include:

  • Investment Management
  •  Financial Planning
  • Tax Planning
  • Retirement Planning
  • Business Planning
  • Estate Planning
  • Life Transition Planning
  • Divorce Financial Planning
  • Education Planning

We are here for any financial help you need. Our philosophy is to provide holistic wealth management services, which is a top-down approach that focuses on your big picture goals. We do not have a formulated one-size-fits-all approach because our experts recognize that everyone’s financial situation is different. To get the best results, each client needs their own specific plan.

When you meet with an advisor at AFO Michigan, you will have an opportunity to share your concerns and goals for the future. They will help you in the area that you desire and collect any of the necessary documents that they need. After your meeting, the advisor will have a chance to review your documents and financial situation and develop a strategy for you. Then, they will help you implement this new plan and carry it on for years to come, making adjustments whenever necessary.

What sets AFO Michigan apart from other family offices in the area is our dedication and the special attention we pay to each client. You are not just another customer to our advisors, but instead, an individual with and family who deserves to feel secure in their finances.

Diane L. Young

Managing Director

Diane began her career in finance in New York where she quickly became one of the first female sales managers at the firm. Over the span of her career, she has led a successful financial planning practice and a broker/dealer insurance agency.

 

She left her office overlooking Times Square in 2000 to return to her home state of Michigan. After working as Director of Financial Planning for a large financial services firm, she started her own firm. The Athena Financial Group was established in 2004 and grew to become one the largest female independently owned RIA in the state. In 2021, she merged her firm with Arrowroot Family Office. A natural teacher, her passion for education is tireless.

 

Diane has taught Certified Financial Planning credentialing courses at New York University. She has given educational workshops for dozens of corporations and organizations. She even published a book, Owning Your Financial Success: A Savvy Women’s Guide to Financial Empowerment and writes a monthly column for Community Lifestyles.

 

​In her free time, she enjoys boating, playing the piano, and volunteering in many civic organizations. She has raised two amazing children with her husband Randy, who is Associate Dean of Science at Macomb College.

Daniel Casey

Vice President

Dan began his financial career in Chicago, working for Edward Jones, where he built a successful practice.
He joined the Athena Financial Group, now the ArrowRoot Family Office because he wanted to work with a full-service, fee-only fiduciary firm that tailors to families, small businesses and professionals. In addition to financial planning, Dan is in charge of investment research and policy at the firm.

A native of Boston, he has a bachelor’s from the University of New England and a Masters from University of Miami (FL).

In addition to his passion for finance, Dan is a exercise physiologist with over a decade of expertise. His main passion points included working with athletes to improve performance, in addition to helping the general population with their overall health and weight loss goals.

At the root of Dan’s interests is a passion for helping people better themselves.

He and his wife, Bre, live in Royal Oak with their dog Cosmo. In their spare time they enjoy music, cooking, working out, playing instruments at home and traveling. Their goal is to visit at least two new places each year!

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.

Schedule a meeting-3

CALL TO SPEAK TO DIANE TODAY

(248) 983-1717

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.