New Residents Choose Fee-only Firm: Arbor Wealth serves new arrivals and locals

Margaret Mc

Arbor Wealth Management, LLC, a “Fee-Only” Registered Investment Advisory Firm, will host an Income Generation Seminar in the Arbor Wealth Conference Room at 10 a.m. Oct. 31. Margaret R. McDowell, ChFC, AIF, will deliver a presentation on how utilizing dividends from blue chip stocks and coupon payments from bonds can create periodic, systematic income for investors. Strategies are most appropriate for investors with $250,000 or more of investable assets. Refreshments will be served. Call 850-608-6121 to reserve seating.

Published: Thursday, October 18, 2012 at 04:33 PM.


South Walton County is one of the nation’s leading areas for new retirees moving in.  We wondered how that fact is impacting a “Fee-Only” Investment Advisory Firm like Arbor Wealth Management.

Question: What percentage of your clients are relatively new residents?

Arbor Wealth: About one out of every four or five calls requesting a complimentary portfolio review is from a new permanent resident. We’re located right on Highway 98, near Sandestin’s main entrance, so it’s an easy drive from Rosemary Beach or 30-A, or really any part of South Walton. Our monthly seminars host lots of locals, plus guests from Memphis, Nashville, Atlanta, Birmingham, Baton Rouge, and the Midwestern states.

Question: Are newer residents comfortable working with a local investment advisor?

Arbor Wealth: I think most investors prefer an advisor nearby who is accessible. If you’re a retired physician from Memphis and you’re now down here full time, you want someone with whom you can confer face to face and on short notice, if the need arises.

Question: A relationship with an investment advisor involves trust. Does it take long to build that with a new arrival?

1 2 3

Reader comments posted to this article may be published in our print edition. All rights reserved. This copyrighted material may not be re-published without permission. Links are encouraged.

▲ Return to Top

Local Faves