# Arbor Investment Advisors
Source: https://planprovider.pro/provider/arbor-investment-advisors

> Founded in 1998 with a privately owned, independent structure, Arbor Investment Advisors works as a fiduciary RIA focused on long-term planning and disciplin…

Retirement Plan Advisor

Winston-Salem, NC

## 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/](https://www.arborinvest.com/)

Founded: 1998

## Office Locations

- Winston-Salem, NC (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $1.1B

## Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

| Plan|Sponsor|Assets|Participants|

| DELTA 401(K) RETIREMENT PLAN|DELTA AIR LINES, INC., GA|$19.0B|89,993|

| DELTA 401(K) RETIREMENT PLAN FOR PILOTS|DELTA AIR LINES, INC., GA|$15.9B|14,981|

## Team Members

- **William Hollan III**, Principal

- **Erika Mielke**, Principal & CGO

- **Houston Hough**, Investment Associate

- **Paige Birchfield**, Principal & COO

- **Scott Cawood**, Principal, CEO & CIO

- **Scott Jones**, Principal, President & CFO

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- [Eastover Capital Management](https://planprovider.pro/provider/eastover-capital-management) - Charlotte, NC

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