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).
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Total Assets Under Management314MILLION
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Total Number of Accounts972ACCOUNTS
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Average Account Value$322,953
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AL, FL, GA, LA, TX
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.
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.
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.
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.
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.