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Arbor Investment Advisors

Headquartered in WINSTON SALEM, NC

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Firm Information

Arbor Investment Advisors is a registered investment advisor based in Winston Salem, NC. The firm manages a total of $956,721,696 in assets, primarily for high-net-worth individuals and charitable organizations. Their services include financial planning, portfolio management for individuals, and publication of periodicals. They also offer consulting pursuant to ERISA 404C and portfolio management for foundations and money pension purchase plans.

Arbor Investment Advisors

300 SOUTH MAIN STREET

WINSTON SALEM, NC 27101

$956.72M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio mgmt foundations & money pension purchase plan; consulting pursuant to erisa 404c

Portfolio mgmt foundations & money pension purchase plan; consulting pursuant to erisa 404c

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

ARBOR INVESTMENT ADVISORS has a total of 1 branch locations across the country.
location

WINSTON SALEM, NC

Advisors at Arbor Investment Advisors

View All 5 Advisors
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James Earle Martin

RA

WINSTON SALEM, NC

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Erika Leigh Mielke

CFP®, RA

WINSTON SALEM, NC

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William Edwin Hollan

CFP®, RA

WINSTON SALEM, NC

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Scott Daniel Jones

CFP®, RA

WINSTON SALEM, NC

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Scott Edward Cawood

CFP®, CFA®, RA

WINSTON SALEM, NC

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Disclosures

There are no public disclosures for Arbor Investment Advisors.

Frequently Asked Questions (6)

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