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Arbor Wealth Advisors

EST. AUM
$657,749,792

CONTACTS
1

CLIENT ACCOUNTS
286

Firm Details

Metro area Detroit
CRD Number 169570
Website arbor-wealth.com
Client types

Overview

Arbor Wealth Advisors provides financial strategies for established executives and retirees. The firm works with a small group of clients, emphasizing long-term relationships based on trust and communication. Clients pay a flat, annual fee determined by the complexity of their financial situations, with no commissions or asset-based fees. Arbor Wealth Advisors offers objective advice, avoiding stock picking and market speculation, and operates under a fiduciary duty to act in clients' best interests.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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