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Personalized Wealth Management Strategies and Retirement Planning
- Advocates for Your Financial Goals
Ann Arbor, Michigan Office
Stan Learman, CFA
President, Chief Investment Analyst
3400 Travis Pointe Road, Suite E · Ann Arbor, MI 48108
Phone:  734-429-8464
Fax:  877-350-7415
slearman@arborim.com
Fort Myers, Florida Office
Robert Tonkin
Senior Vice President
6900 Daniels Parkway Ste 29-119 · Fort Myers, FL 33912
Phone:  239-478-4309
rtonkin@arborim.com
Lakewood, Colorado Office
Matt Fahrney, CFP®
Senior Vice President
2849 S. Eldridge Ct. · Lakewood, CO 80228
Phone:  303-506-8046
mfahrney@arborim.com
 
Arbor Investment Management, LLC, is a registered investment adviser in the States of Michigan, Alaska, Colorado, Florida, Texas, and Washington. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. (The most common exemption from registration are rules that allow advisory firms to have up to 5 clients in most, but not all, states before registration is required.)
“Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.”
If you have questions about CFP Board's trademark usage guidelines, or would like CFP Board to review business materials you are developing that feature the CFP® certification marks, please contact us at 800-487-1497 or trademark@cfpboard.org
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