About Our Move to Independence
At ArborStone Financial, we are always looking for ways to serve you and your family more effectively. As the financial landscape changes, we believe it’s important to adapt and stay ahead. Our decision to establish ArborStone was made with your future in mind—giving us the ability to expand services, strengthen solutions, and provide more resources to meet your evolving needs.
Why did you make this change?
With the shifts in the financial industry, we wanted to create a firm that gives our team the autonomy and flexibility to better serve you. With ArborStone, you’ll continue working with the same trusted professionals you already know, but now with greater independence and enhanced capabilities.
Can I expect the same team, level of excellence, and approach?
Absolutely. Our entire team is making the move together, and we are excited to continue serving you for years to come. The disciplined, structured approach you’ve come to rely on will continue, always centered on helping you achieve your vision of prosperity.
How do I know my assets will be secure?
Your financial security is our highest priority. As a registered investment advisor (RIA), we partner with a third-party custodian to safeguard client assets. After careful evaluation, we have chosen Charles Schwab & Co., Inc. — a nationally recognized leader with decades of experience supporting independent advisors and their clients.
How will I view my accounts once they transition?
You’ll have direct access to your accounts 24/7 through the client portal on our website. If you have any questions about how to access your accounts, please don’t hesitate to reach out.
What are the next steps?
We’ve designed this transition to be as smooth as possible, with the option to complete paperwork electronically or on paper, depending on your preference. In the coming days, a member of our team will reach out to guide you through each step.
In the meantime, we invite you to explore our new website to learn more about ArborStone Financial and the exciting new chapter ahead.