Founded in 2003, Arbor Square Associates is an SEC-registered investment advisory firm based in Ann Arbor, Michigan. The company operates as an independent, fee-only wealth management firm, meaning its revenue comes directly from clients rather than commissions on financial products. It is committed to a fiduciary standard, prioritizing the best interests of its clients, which include individuals, families, and institutions. Their core services encompass personalized financial planning, discretionary investment management, and strategic wealth advisory.

Founded in

United Kingdom