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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 to AFO’s executive team Charlottesville-based Bond Wealth Management was founded by Mr. McCarron, who will join AFO as a managing director.
Mr. McCarron said he was pleased to find a partner that shared his investment philosophy and focus on customer care, as well as one that brings leading practices in technology infrastructure, experienced colleagues and back-office support. “Arrowroot Family office, like Bond, is deeply committed to providing holistic wealth management services and financial plans for its clients. Arrowroot’s culture focuses on its fiduciary duty, meritocracy and collaboration, which really resonates with me and my clients,” he said in a prepared statement.
Mr. McCarron has more than 15 years of experience in the financial markets.
Prior to founding Bond, he worked in Credit Default Swap and Corporate Bond credit trading in New York City. He received his degree in Systems Engineering from the University of Virginia, 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. “This partnership expands our presence to the East Coast and adds deeper senior expertise in financial plannings and the capital markets.
We were immediately impressed with Mark’s process, integrity, and ability to leverage the cutting-edge technologies of the future. ” Rob Santos, CEO of AFO, said. Headquartered in Marina del Rey, Arrowroot Family Offices recently opened an office in Rochester, Michigan, and is in the process of opening offices in Texas and Florida as part of its domestic growth plan. The acquisition closed on December 31st, 2020. The financial and legal terms of the deal will not be disclosed.
About Arrowroot Family Office, LLC
Arrowroot Family office is a registered investment advisor* and financial and tax planning firm. Arrowroot Family Office was designed with the goal of providing the family office approach to holistic wealth management, regardless of the client’s net worth. With a deep belief in the transformative power of technology and collaboration, the principals and staff of Arrowroot Family Office provide a high level of service, transparency, and value to its clients. For more information, please visit www.arrowrootfamilyoffice.com.