Arbor Family Wealth Advisors, Inc.

The firm provides wealth-planning and consulting services primarily to high‑net‑worth individuals, owner‑managed private companies, and firms that serve wealthy clients. Its service set includes financial assessments, ongoing wealth management consulting, and project‑based implementation support, and the firm may refer clients to unaffiliated investment advisers for discretionary portfolio management.

The firm's work is advisory and planning‑oriented, relying on tax, business succession, and wealth‑management principles developed over decades of practice; it does not manage client investment portfolios, accept custody, or exercise investment discretion. Compensation is structured through fixed project and consulting arrangements rather than percentage‑of‑assets fees, and fees are billed upfront or on a periodic basis.

Distinctive features compared with peers include the combination of a very small practice focused on high‑net‑worth clients and the explicit absence of traditional portfolio management and AUM‑based pricing, both of which are less common among independent advisers. The brochure also discloses that the firm’s principal holds broker‑dealer and insurance licenses and a minority ownership interest in a related holding company, relationships that may generate commissions or other economic benefits if clients implement recommended products.