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PRESS RELEASE

Marina del Rey, May 18, 2021- Arrowroot Family Office (“AFO”) has launched AFO Wealth Management Forward to assist accounting firms in making themselves more valuable to clients by providing holistic wealth management services. AFO is opening up the program to select firms on May 17th.

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Marina del Rey, May 18, 2021- Arrowroot Family Office (“AFO”) has launched AFO Wealth Management Forward to assist accounting firms in making themselves more valuable to clients by providing holistic wealth management services. AFO is opening up the program to select firms on May 17th.
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PRESS RELEASE

Marina del Rey, CA, May 25, 2021 / Arrowroot Family Office, LLC, a boutique, registered investment advisor, with offices in California, Michigan and Virginia, today announced a new sub-advisory relationship with Roundhouse, a real estate investment and development team focused on the Mountain West region of the US.

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Marina del Rey, CA, May 25, 2021 / Arrowroot Family Office, LLC, a boutique, registered investment advisor, with offices in California, Michigan and Virginia, today announced a new sub-advisory relationship with Roundhouse, a real estate investment and development team focused on the Mountain West region of the US.
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PRESS RELEASE

The Athena Financial Group joins as Arrowroot Family Office’s first private wealth team in Michigan. Marina del Rey, CA May 18, 2021, Arrowroot Family Office, LLC (“Arrowroot” or the “Firm”) today announced the expansion of its Private Wealth Management platform with the merger of The Athena Financial Group, the firm’s first Michigan-based private wealth team. The team is based in Rochester Hills under Managing Director, Diane L Young.

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The Athena Financial Group joins as Arrowroot Family Office’s first private wealth team in Michigan. Marina del Rey, CA May 18, 2021, Arrowroot Family Office, LLC (“Arrowroot” or the “Firm”) today announced the expansion of its Private Wealth Management platform with the merger of The Athena Financial Group, the firm’s first Michigan-based private wealth team. The team is based in Rochester Hills under Managing Director, Diane L Young.
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PRESS RELEASE

Charlottesville, VA (BUSINESS WIRE)—Arrowroot Family Office, LLC “AFO”), a leading independent registered investment adviser (“RIA”)* that specializes in holistic financial planning, investment management & tax has acquired Bond Wealth Advisory, LLC, led by Mark McCarron CFP. Mr. McCarron adds financial planning and capital markets expertise to AFO’s executive team Charlottesville-based Bond Wealth Management was founded by Mr. McCarron, who will join AFO as a managing director.

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Charlottesville, VA (BUSINESS WIRE)—Arrowroot Family Office, LLC “AFO”), a leading independent registered investment adviser (“RIA”)* that specializes in holistic financial planning, investment management & tax has acquired Bond Wealth Advisory, LLC, led by Mark McCarron CFP. Mr. McCarron adds financial planning and capital markets expertise to AFO’s executive team Charlottesville-based Bond Wealth Management was founded by Mr. McCarron, who will join AFO as a managing director.
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