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Personalized Wealth Management Strategies and Retirement Planning
- Advocates for Your Financial Goals
Stan Learman, CFA
President

3400 Travis Pointe Rd, Ste E
Ann Arbor, Michigan 48108
Phone: 877-812-7267
slearman@arborim.com
Robert Tonkin
Senior Vice President

6900 Daniels Parkway Ste 29-119
Fort Myers, FL 33912
Phone: 800-926-5097
rtonkin@arborim.com
Matt Fahrney
Senior Vice President

2849 S. Eldridge Ct.
Lakewood, CO 80228
Phone: 303-506-8046
mfahrney@arborim.com

Arbor Investment Management, LLC helps clients achieve their financial goals with comprehensive, personalized wealth management strategies and state-of-the-art retirement forecasting.

We believe creating a personalized strategy and constructing tailored portfolios that match the unique financial goals of each client is the most effective way to build wealth and secure long-term financial stability for our clients. Our valuation based, long-term approach to investment management is key to successfully navigating our clients’ investment portfolios through the investment life cycle of accumulation, retirement transition, and wealth preservation.

As a private Registered Investment Advisory Firm our fiduciary responsibility to act in the best interests of our clients is paramount, and we pride ourselves on being tireless advocates for the specific financial goals and plans of our clients.

At heart, long-term financial planning and investing is about securing the financial independence that allows you to provide consistently for your family and enjoy the lifestyle you desire, both before and after retirement. At Arbor, we understand these basic underlying goals and all our activities are structured around achieving them for each client family. We believe our personal and professional success as investment managers is earned by being a trusted long-term partner in your financial success story. We invite you to please Contact Us to learn more about our services.

Our Firm
Our culture at Arbor is focused on exceeding our clients’ expectations while maintaining the highest standards in meeting our ethical and professional responsibilities. More →
  Client Services
We view comprehensive Wealth Management as a balanced combination of professional investment management and personalized, ongoing financial forecasting/advice. More →
Arbor Investment Management, LLC proudly supports the March of Dimes and its mission “to give every baby a healthy start.”
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.)
Copyright © 2011-2018 Arbor Investment Management, LLC. All rights reserved.