THE STRONGEST RELATIONSHIPS ARE ROOTED IN TRUST.
THE STRONGEST RELATIONSHIPS ARE ROOTED IN TRUST.
THE STRONGEST RELATIONSHIPS ARE ROOTED IN TRUST.
Arbor is an independent, privately owned investment management firm. Founded in 1998, we provide tailored solutions for high-net-worth individuals, foundations and retirement plan trustees. We strive to earn your trust with exceptional service and an unwavering commitment to do what is right.
Collaboration
As an Arbor client, your needs come first. Our relationship is a dynamic journey focused on achieving your goals.
You are unique and deserve individual focus. We deliver tailored solutions.
PEOPLE
Experienced. Credentialed. Committed to your success. Our pledge is personal service from dedicated professionals.
ADVISORS
Scott E. Cawood, CFA®, CFP®
Principal, CEO & CIO
Scott D. Jones, CFP®
Principal, President & CFO
William E. Hollan, III, CFP®
Principal
Erika L. Mielke, JD, CFP®
Principal
OPERATIONS
Paige P. Birchfield
Principal & COO
April Y. Beason
Principal & CCO
Jenna J. Craver
Investment Services Associate
Judy A. Ward
Office Administrator
JAMES E. MARTIN
Founder and Rare Bird
James E. Martin (Jim) founded Arbor in 1998, served as President and Chief Executive Officer until 2015 and retired in December 2016 after 43 years in financial services. Active in the community, Jim has served as Chairman of: Arbor Acres Retirement Community, Audubon Society of North Carolina, Forsyth Country Club, Reynolda Rotary Club, Senior Services of Forsyth County, Southern Appalachian Highlands Conservancy, UNC School of the Arts Foundation, Winston-Salem State University Foundation and Wake Forest University MBA Alumni Council. Jim and Mary Allen remain active in the community after retirement, traveling and spending time with their children and grandchild.
Please review the Important Disclosures, our Form CRS and Privacy Notice.