About J.m. Arbour, LLC
<p>From its Maine roots in Hallowell and Gardiner to an office in Scottsdale in the Phoenix metro, J.M. Arbour, LLC runs as a privately held multi-family office for affluent families and closely held businesses. The firm reports $0.2B in AUM (2026).</p> <p>J.M. Arbour works with high-net-worth and ultra-high-net-worth clients on investment management and long-range planning tied to taxes, risk, and family priorities. Its work includes discretionary investment advisory and access to private markets, along with insurance advisory, estate and generational planning, and tax strategy.</p> <p>The firm also advises employer-sponsored retirement plans and executives. As a <a href="/plan-advisors">plan advisor</a>, it provides 3(21) fiduciary services for plan sponsors that want documented guidance while keeping final decision-making authority in-house.</p> <p>One differentiator is the way J.M. Arbour builds client teams by coordinating outside specialists across legal, tax, and insurance topics so planning and investment decisions stay connected.</p> <ul> <li>3(21) fiduciary support for workplace retirement plans</li> <li>Discretionary investment advisory and portfolio management</li> <li>Private market access</li> <li>Insurance advisory, risk management, and tax strategy</li> <li>Estate, generational, and business succession/exit planning</li> </ul>
Website: https://www.jmarbour.com/overview
Office Locations
- Scottsdale, AZ
- Hallowell, ME (Headquarters)
- Gardiner, ME
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $154.0M