ARBOR INVESTMENT ADVISORS
SEC RegisteredInvestment Advising Rooted in Deeper Understanding
About the firm
At Arbor, we bring a positive perspective to clients' financial lives by developing strong relationships with every client, working to understand what wealth means to each individual. We learn their goals and values, and design investment strategies and financial planning services to nurture growth, preserve wealth, and ensure their legacy. Arbor remains independent and privately owned to give a clear perspective of the most beneficial tools and resources for clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management (tax-aware portfolios, dynamic rebalancing, inflation protection, ongoing oversight) and financial planning and wealth advisory (cash flow and budget modeling, debt and liability management, retirement and income planning, estate planning and beneficiary structuring, risk management and insurance planning, compensation and equity planning, philanthropy and gifting strategies, and education and generational transition planning).
Who they serve
Business owners, executives, multi-generational families, emerging wealth individuals, those experiencing transition events, and women and wealth.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 181 | $82M |
| High Net Worth Individuals | 290 | $1.2B |
| Investment Companies | 0 | — |
| State/Municipal Entities | 7 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ARBOR INVESTMENT ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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