Arbor Investment Advisors
Financial Service
Why pick this one
Arbor Investment Advisors combines investment management and financial planning for business owners, executives, multigenerational families, and retirement or divorce transitions.
Best for
- Business owners planning a sale or ownership transition
- Executives navigating complex compensation
- Families planning multigenerational wealth transfers
- Clients preparing for retirement or divorce
- Women seeking coordinated financial planning for family and personal goals
Specialties
- Business sale and ownership transition planning
- Executive compensation planning
- Multigenerational wealth transfer planning
- Retirement and divorce transition planning
- Women and wealth financial planning
What makes them different
- Independent and privately owned
- Integrates investment management with financial planning
- Works alongside estate attorneys, tax preparers, insurance advisors, and other professionals
- Addresses executive compensation complexities
- Supports business sale, ownership transition, and multigenerational wealth transfer planning
Distilled from this business's own website.
Contact & Location
- Address
- 300 S Main St, Winston Salem, NC 27101-5217
- Phone
- 13367771677
- Website
- http://www.arborinvest.com
Services
- Investment management
- Financial planning
- Wealth transfer planning
- Legacy planning coordination