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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew McEwen is a financial advisor with Arrowroot Family Office, LLC. Matthew has been in the industry since July 2017. Matthew is licensed in Michigan and Texas. Matthew also holds the Series 7, Series 66, and SIE exams. Matthew has experience working with individuals and families and providing financial planning advice.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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MI
07/15/2022 - Present
Arrowroot Family Office, LLC (ROCHESTER HILLS MI)
MI
07/12/2017 - 07/08/2022
EDWARD JONES (BERKLEY MI)
BOTH
Issued 07/29/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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