Arrowroot Family Office in Michigan
We provide holistic financial planning services
We provide holistic financial planning services
Arrowroot Family Office in Michigan provides holistic financial planning services that allow us to sort out your financial decisions and ensure that you are secure and confident with your finances. Holistic financial planning allows advisors at Arrowroot to focus on your entire financial situation through the comprehensive assessment of numerous variables.
At AFO Michigan, our financial planning services include:
Our advisors will work with you to create strategies that effectively address each area of service to support you and your family’s long-term financial well-being and goals. They also track your personal progress and make valuable adjustments as you experience the lifestyle, emotional, or physical changes.
AFO Michigan also provides Estate Planning services that are simple and effective, allowing you to feel confident that everything will be taken care of for you.
Estate planning is creating a comprehensive plan that designates who will receive your estates and be in charge of your responsibilities after your death. It goes beyond the fundamentals of a will and involves more specific details like powers of attorney, establishing trust, and decreasing the taxable amount of your estate.
We simplify the estate planning process by:
No one wants to have to spend time being worried if their finances are secure or if they will be taken care of after their passing. AFO advisors are here to take that weight off your shoulders and put your needs first.
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.
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!
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.
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.
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.
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.
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.
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.
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.