Creating Confidence, Clarity & Direction for your Financial Plan

Michigan office

Over 100 years of combined experience at

About our Michigan office

Welcome to Arrowroot Family Office in Michigan. We are a premier wealth management firm dedicated to serving the unique needs of high-net-worth individuals, families, and businesses throughout the state. At Arrowroot Family Office, we understand that managing your financial affairs can be complicated, especially when you have a diverse range of assets and investments. That’s why we offer a comprehensive suite of services designed to simplify your financial life and help you achieve your long-term goals. Our team of experienced advisors is passionate about helping our clients make informed financial decisions that will have a lasting impact on their wealth and their family’s legacy. We take a client-centric approach to each engagement, tailoring our services to meet your specific needs and circumstances.

Whether you need assistance with investment management, tax planning, estate planning, risk management, or other financial matters, we have the expertise and resources to guide you through each stage of your financial journey. Thank you for considering Arrowroot Family Office for your wealth management needs. We are committed to providing you with exceptional service and look forward to helping you achieve your financial goals.

Cultivate your financial potential with the expertise of our skilled advisors. Partner with us to ensure the protection and growth of your wealth for a secure future.

Diane Young, AIF®

Managing Partner

Dan Casey

Vice President of Investment

Matt McEwen, AIF®

Vice President of Investment


By using cutting-edge technology, Arrowroot Family Office can bring a high level of service and expertise to each and every client. What was once the purview of the ultra-high net worth, is now available to more families. Let us show you how we can help you preserve, protect, and grow your wealth.

Helping you achieve your evolving financial objectives

You’ve worked hard to establish your wealth and build a bright future for your family. Arrowroot Family Office is a multidisciplinary group of advisors, who work collaboratively with high net worth individuals, entrepreneurs, families, and family offices to achieve their goals. Your success is our purpose.

Rob Santos


Wednesday, 6 July 2022


4553 Glencoe Ave, Suite 200, Marina del Rey, CA 90292

  • Southern California
  • Virginia
  • Michigan
  • Northern California
  • Washington State