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Grow your money.
Save on taxes.
Make work optional.
Be generous.

Call Now: 470-763-3798

Financial Planning & Wealth Management

​Experienced, honest and objective fiduciary advice. No products for sale, commissions or referral fees. We are interested in only serving your best interest and are free to suggest a wide array of investment options that are best for your living, giving and legacy goals.

Financial Advisor
Our Services

Our Services

Investment Management

Invest with a top-down approach to grow your money with lower volatility. 

Financial Planning

Know how much money you should save each month to attain the future you desire.

Retirement Planning

401K, IRA, Roth IRA? What is the difference and what do I need to retire well with wealth?

Grow your wealth with a knowledgeable portfolio manager

Studies have shown that clients could earn up to 3% more when working with an advisor.*

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What does 3% look like?

$
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$
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No advisor                                                 With advisor
Retirement Income
Year 1                                                                                                                             Growth of $100,000                                                                                                Year 30

How much will you have at retirement?

Calculate for free

Get to know my money better.
Have a perfect plan.
Build my dream house.
Give to charity.
Make work optional.
Retire early.
Plan my legacy.

We can help you get there

A Free Guide for You

Get exclusive access to a free eBook packed with expert financial advice! Whether you're looking to save, invest, or plan for the future, this resource is designed to help you take control of your financial journey. Download it today and start building your path to financial success!

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Contact

Contact Us

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 Address. 2400 Herodian Way SE, #220, Smyrna, GA 30080   Phone: 470-763-3798   Email: info@arborportfoliomanagement.com

Arbor Portfolio Management and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which Arbor Portfolio Management maintains clients. Arbor Portfolio Management may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Arbor Portfolio Management’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of Arbor Portfolio Management’s website on the Internet should not be construed by any consumer and/or prospective client as Arbor Portfolio Management’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Arbor Portfolio Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Arbor Portfolio Management, please contact the SEC, FINRA or the state securities regulators for those states in which Arbor Portfolio Management maintains a filing.

 

A copy of Arbor Portfolio Management’s current written disclosure statement discussing Arbor Portfolio Management’s business operations, service, and fees is available from Arbor Portfolio Management upon written request. Arbor Portfolio Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Arbor Portfolio Management’s website or Incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

 

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (Including the investments and/or investment strategies recommended or undertaken by Arbor Portfolio Management) made reference to directly or indirectly by Arbor Portfolio Management in its website, or indirectly by a link to an unaffiliated third party website, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio.

 

Certain portions of Arbor Portfolio Management’s website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Arbor Portfolio Management’s (and those of other investment and non-investment professionals) positions and/or recommendations of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendations(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Arbor Portfolio Management, or form any other investment professional. Arbor Portfolio Management is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting or tax advice. 

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Arbor Portfolio Management may provide links from this Site to a non- Arbor Portfolio Management Website or permit a link from a non- Arbor Portfolio Management Website to this Site. Such links are for your convenience only and do not imply any affiliation with, or an endorsement, authorization, sponsorship or promotion of the non- Arbor Portfolio Management website or its owner Arbor Portfolio Management does not control or review any link, and accepts no responsibility for the content, products or services provided at these linked websites. If you decide to access such non- Arbor Portfolio Management Websites, you do so solely at your own risk and you should be aware that non- Arbor Portfolio Management websites are governed by their own terms and conditions and privacy policies. Links to this site may be made only with the permission of Arbor Portfolio Management A link to this Site may be permitted in Arbor Portfolio Management’s discretion, where, without limitation, such link (a) is to this site’s homepage, (b) clearly informs users that the link is to the Arbor Portfolio Management Website, (c) does not imply any affiliation, endorsement, sponsorship or other relationship between the link Arbor Portfolio Management Website or the Website owner and Arbor Portfolio Management, (d) delivers this site’s Content without framing or similar environment, and (e) maintains the integrity of this site’s layout, content and look and feel. Arbor Portfolio Management reserves the right in its sole discretion to refuse permission or to cancel permission to link to this site at any time

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