Arbor Wealth

Arbor Wealth (CRD# 153640) is a financial advisory firm headquartered in Miramar Beach, FL. They manage $313,910,486 in 972 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    314
    MILLION
  • Total Number of Accounts
    972
    ACCOUNTS
  • Average Account Value
    $322,953
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, FL, GA, LA, TX

Financial Advisors at Arbor Wealth
Showing 1 - 5 of 5 top financial advisors.
1
Andrew K. McDowell
CRD#: 6270814
13330 Emerald Coast Parkway, Miramar Beach, FL 32550

Andrew McDowell (CRD# 6270814) is an Investment Advisor Representative working at Arbor Wealth in Miramar Beach, FL and has over 7 years of experience in the finance industry. Andrew McDowell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Margaret R. McDowell
CRD#: 2797603
13330 Emerald Coast Parkway, Miramar Beach, FL 32550

Margaret McDowell (CRD# 2797603) is an Investment Advisor Representative working at Arbor Wealth in Miramar Beach, FL and has over 20 years of experience in the finance industry.

3
Patrick R. McDowell
CRD#: 5940329
13330 Emerald Coast Parkway, Miramar Beach, FL 32550

Patrick McDowell (CRD# 5940329) is an Investment Advisor Representative working at Arbor Wealth in Miramar Beach, FL and has over 9 years of experience in the finance industry. Patrick McDowell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Paul G. McDowell
CRD#: 5760840
13330 Emerald Coast Parkway, Miramar Beach, FL 32550

Paul McDowell (CRD# 5760840) is an Investment Advisor Representative working at Arbor Wealth in Miramar Beach, FL and has over 10 years of experience in the finance industry.

5
Bennett S. Stein
CRD#: 7030237
13330 Emerald Coast Parkway, Miramar Beach, FL 32550

Bennett Stein (CRD# 7030237) is an Investment Advisor Representative working at Arbor Wealth in Miramar Beach, FL and has over 2 years of experience in the finance industry.

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