Arbor Investment Advisors

About Arbor Investment Advisors

<p>Founded in 1998 with a privately owned, independent structure, Arbor Investment Advisors works as a fiduciary RIA focused on long-term planning and disciplined portfolio management. The firm reported $1.1B in AUM in 2026.</p> <p>Headquartered in Winston-Salem in North Carolina’s Piedmont Triad, Arbor serves clients across the Greensboro–Winston-Salem–High Point metro area and beyond, including individuals, families, business owners, and nonprofit organizations. Its team includes credentialed professionals, including CFA&reg; charterholders and CFP&reg; certificants.</p> <p>Arbor’s work includes investment management and financial planning with an emphasis on tax-aware decisions. The firm also provides 3(21) fiduciary support for retirement plans, aligning with its focus on clear guidance and ongoing oversight.</p> <p>One differentiator is the firm’s niche planning work for business owners and executives, multi-generational families, women, and clients going through major life transitions.</p> <ul> <li>Registered investment advisor and <a href="/plan-advisors">plan advisor</a></li> <li>3(21) fiduciary services for retirement plans</li> <li>Tax-efficient investment management</li> <li>Financial planning for families, nonprofits, and business owners</li> <li>Specialties: executives, life transitions, multi-generational planning, and women</li> </ul>

Website: https://www.arborinvest.com/

Founded: 1998