Arbor Investment Advisors is pleased to announce that it recently surpassed $500 million in assets under management, a significant milestone for one of Winston-Salem’s leading fee-only investment advisors.
In business since 1998, Arbor is an independent, privately owned investment management firm that provides tailored solutions for high-net-worth individuals, foundations and retirement plan trustees.
Commenting on the new milestone, Arbor CEO Scott Cawood stated, “We want to offer a special thank you to our clients for the trust and confidence they place in Arbor. Our ongoing pledge is dedicated personal service as we help our clients plan for the future and achieve their financial goals.”
Paige Birchfield, Arbor’s Chief Operating Officer and 19-year veteran of the firm, echoed Cawood’s appreciation and gratitude. “Words can’t express how much we value the exceptional relationships we have with our clients.”
Founder James E. (“Jim”) Martin led Arbor during the first seventeen years and successfully transitioned leadership of the firm to its current second-generation management team in 2015, before retiring at the end of last year.
Arbor’s seven-member team serves its clients at 300 South Main Street, the renovated 1950s firehouse just north of Old Salem.
Learn more about Arbor at: www.arborinvest.com