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ramtin2022-09-05T07:46:08+00:00

Matthew McEwen has joined Arrowroot Family Office as a Vice-President. He recently worked for Edward Jones, running the Berkley Michigan office. Prior to that, Mr. McEwen was in Information Technology for 21 years, entering the field as a Programmer and ending his I.T. journey in Project Management. 

McEwen will be responsible for business development and assisting with investment strategies for the firm. “I am extremely excited to be joining Arrowroot Family Office as they are 100% fiduciary focused which means we only work for our clients. No commissions or corporate sales goals.’ Says McEwen, “This alignment is really what I wanted not only for myself but for my clients as well. In addition, they have a much broader scope of services than what I had prior to joining them, and it will be great to share those services with my clients” 

Diane Young, Managing Director of Arrowroot, “We are thrilled to have someone with Matt’s extensive experience. He will really add to our great team here in Michigan. In addition to investment knowledge, he has experience in project management and processes. These skills are terrific for a financial planning firm such as ours.” 

McEwen lives in Berkley Michigan. He graduated from Ferris State University with a degree in Computer Science. He also is a certified Project Manager. In his spare time, he enjoys kayaking and mt. Biking as well as the occasional live concert. 

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. 

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  • 4553 Glencoe Ave, Suite 201, Marina del Rey, CA 90292
    (310)566-5865
  • 2 Boars Head Ln, Suite 110, Charlottesville, VA 22903
    (626) 712-2090
  • 1264 Hawks Flight Ct Suite 290, El Dorado Hills, CA 95762
    (916) 384-0050
  • 705 Barclay Circle, Suite 125, Rochester Hills, MI 48307
    (248) 453-5252
  • Investment Management
  • 529 Plan
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  • 403(b)
  • 401(k)
  • Corporate retirement
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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.

Form ADV Part 1.pdf

Form CRS

Form ADV Part 2.pdf

    Terms & Condition | Privacy Policy | Web Accessibility

Copyright © 2022 Arrowroot Family Office – All rights reserved.

  • 4553 Glencoe Ave, Suite 201, Marina del Rey, CA 90292
    (310)566-5865
  • 2 Boars Head Ln, Suite 110, Charlottesville, VA 22903
    (626) 712-2090
  • 1264 Hawks Flight Ct Suite 290, El Dorado Hills, CA 95762
    (916) 384-0050
  • 705 Barclay Circle, Suite 125, Rochester Hills, MI 48307
    (248) 453-5252

Services

  • Investment Management
  • 529 Plan
  • IRA
  • 403(b)
  • 401(k)
  • Corporate retirement
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Financial Planning

Links

  • M&A Mergers
  • Arrowroot Capital
  • CPA Partnership
  • Press Releases
  • Careers
  • Blogs

Newsletter

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.

Form ADV Part 1.pdf

Form ADV Part 2.pdf

Form CRS

    Terms & Condition | Privacy Policy | Web Accessibility

Copyright © 2022 Arrowroot Family Office – All rights reserved.

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