ARBOR OUTLOOK: Wall Street Journal Interviews Growing “Fee-Only” Firm

arbor wealth
Special to The Sun
Published: Thursday, March 14, 2013 at 04:47 PM.

 

Margaret R. McDowell, ChFC®, AIF®, Firm Founder and Principal of the “Fee-Only” Registered Investment Advisory Firm at Arbor Wealth Management, has been interviewed recently by The Wall Street Journal, Dow Jones NewsWire, Investment Advisor Magazine and Jane Bryant Quinn of AARP.  We caught up with her for a discussion about Arbor Wealth’s recent and rapid rise in popularity among South Walton residents.  Here is that interchange:

 

Question:  What kind of growth did Arbor Wealth experience in 2012?

Arbor Wealth:  We met so many pleasant new clients and our assets under management grew by just under 40%.

 

Question:  Was that a big leap for your firm?  To what do you attribute this growth?



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