Overview

Arbor Wealth is a fee-only, fiduciary independent RIA located in Miramar Beach, FL. We manage custom-created portfolios of individual equities and fixed income, do holistic ongoing financial planning for every client, prepare our client's tax returns in-house and consult on estate planning with a FL licensed attorney on staff. All services are included in our AUM fee.

We are a family-owned and operated business with the second generation now assuming control of the RIA. We are interested in acquiring practices but are also open to entertaining offers for sale. We are not interested in mergers of any kind.

Last Activity
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Listing Age
1,036 days old

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