Fortune Magazine’s “Five Star Wealth Managers Under 40” in the February/March 2025 issue


FOR IMMEDIATE RELEASE
Arrowroot Family Office’s Dan Casey Recognized as One of Fortune Magazine’s “Five Star Wealth Managers Under 40”
Rochester Hills, MI — April 29, 2025 — Arrowroot Family Office is proud to announce that Daniel Casey, Director, has been recognized as one of Fortune Magazine’s “Five Star Wealth Managers Under 40” in the February/March 2025 issue.
This prestigious distinction highlights top-performing wealth managers across the country who demonstrate a commitment to excellence, client satisfaction, and ethical standards—all before the age of 40. Dan Casey’s recognition in the Detroit region underscores his decade-long dedication to delivering clarity, confidence, and direction for the clients he serves.
“For over 10 years, Dan has built lifelong relationships with families by helping them navigate their most important financial decisions,” said Rob Santos, CEO at Arrowroot Family Office. “His inclusion in this year’s Fortune list is a testament to his deep care for his clients, his financial expertise, and the high standards he brings to our firm.”
Dan Casey shared, “It’s a great honor to be selected. I’ve had the privilege of supporting my clients through life changes, market cycles, and financial milestones. I’m especially thankful to my clients for their trust, my incredible team at Arrowroot for their ongoing support, and my wife, Bre Casey, for being my rock every step of the way.”
At Arrowroot Family Office, Dan leads financial planning and portfolio management initiatives, ensuring that clients receive tailored strategies that align with their goals, values, and long-term aspirations.
For media inquiries or to learn more about how Arrowroot Family Office supports families and business owners, please contact:
Arrowroot Family Office
725 Barclay Circle, Suite 215, Rochester Hills, MI 48307
Phone: (248) 453-5251
Email: Dan@arrowrootfamilyoffice.com
Website: www.arrowrootfamilyoffice.com
Important Disclosures
This material contains opinions of the author, but not necessarily those of Arrowroot Family Office LLC or its subsidiaries. The opinions contained herein are subject to change without notice. Forward looking statements, estimates, and certain information contained herein are based upon proprietary and non-proprietary research and other sources. Information contained herein has been obtained from sources believed to be reliable but are not assured as to accuracy. No part of this material may be reproduced or referred to in any form, without express written permission of Arrowroot Family Office, LLC. There is neither representation nor warranty as to the current accuracy of, nor liability for, decisions based on such information. Past performance is not indicative of future results. Arrowroot Family Office LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (“SEC”). Registration with the SEC does not constitute an endorsement by the SEC, nor does it imply that AFO has attained a certain level of skill or ability. Content should not be construed as legal or tax advice, AFO is not engaged in the practice of law or accounting. The information and opinions provided herein are provided as general market commentary only and are subject to change at any time without notice. This commentary may contain forward-looking statements that are subject to various risks and uncertainties. None of the events or outcomes mentioned here may come to pass, and actual results may differ materially from those expressed or implied in these statements. No mention of a particular security, index, or other instrument in this report constitutes a recommendation to buy, sell, or hold that or any other security, nor does it constitute an opinion on the suitability of any security or index. The report is strictly an informational publication and has been prepared without regard to the particular investments and circumstances of the recipient. Past performance does not guarantee or indicate future results.
This award was issued on 5/1/24 by Five Star Professional (FSP) for the time period 9/5/23 through 2/29/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3651 Detroit-area wealth managers were considered for the award; 278 (8% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format:
YEAR: #Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 3,550, 312, 8.7%, 5/1/23,9/5/22 – 3/3/23; 2022: 3273, 304, 9%, 5/1/22, 9/3/21 – 3/11/22; 2021: 3260, 274, 8%, 5/1/21, 8/10/20 – 3/19/21; 2020: 3105, 284, 9%, 5/1/20, 8/1/19 – 3/20/20; 2019: 2987, 347, 12%, 5/1/19, 8/21/18 – 3/19/19;
2018: 3069, 322, 10%, 5/1/18, 8/30/17 – 3/19/18; 2017: 1836, 356, 19%, 5/1/17,8/24/16 – 2/24/17; 2016: 1961, 630, 32%, 4/1/16, 10/22/15 – 3/9/16; 2015:
2238.627,28%6 5/1/15,10/22/14-3/9/15;2014:3448,658, 1996, 5/1/14, 10/22/13 -3/9/14;2013:2762,749,27%6, 5/1/13, 10/22/12 -3/9/13:2012:2658,
745, 289, 5/1/12, 10/22/11 – 3/9/12.
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