A Unique Approach to Wealth Management & Financial Planning
Arbor Wealth Management is a fiduciary investment advisory firm located in Miramar Beach, FL. We work with individuals, families and businesses to holistically plan for each client's unique goals and objectives.
As a fee-only investment advisory firm, we employ a transparent, flat-fee schedule for all of our wealth management and financial planning services. We don't sell financial products like annuities or mutual funds which may cause conflicts of interest. We don't accept commissions of any kind from any source, nor we ever charge our clients hidden fees. As a client, you can rest assured that every investment in your portfolio is meant to benefit you and was chosen only for that reason, not because we will receive compensation from choosing it.
As a fiduciary investment advisory firm, we always place our client's best interests before our own and disclose any possible conflict of interest to you. You can plan with confidence when your financial advisor works relentlessly for you and not a brokerage firm.
Our advisory team custom-creates wealth management portfolios and financial plans to meet each client's unique goals and objectives. By offering holistic financial planning, we can tailor client portfolios to address retirement income production, estate planning concerns, insurance needs, tax issues and much more. For business owners, we create and manage retirement plans to maximize retirement savings, reduce fiduciary liability, reduce taxation and increase key employee retention. Our CPA also performs complimentary tax preparation for qualified clients.*
The Arbor Wealth Management team brings together decades of experience to provide our clients with wealth management, financial planning, income production and retirement planning services. Founded by Margaret R. McDowell, ChFC®, AIF®, our team includes two Certified Financial Planners™ (CFP®), two Accredited Investment Fiduciaries™ (AIF®), a Certified Divorce Financial Analyst (CDFA®), a Florida licensed attorney, and a Certified Public Accountant (CPA). We offer complimentary consultations so you can get to know us and how we serve our clients every day.
*Arbor Wealth Management’s (AWM) complimentary tax return preparation services are reserved for clients who meet AWM’s assets under management minimum of $500,00 of investable assets.