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Welcome to Arbor Financial Services

We are an independent investment management and financial consulting firm that has been helping Southern Californians establish and pursue their long-term financial goals since 1996.

Where You Are

Where You Are

We create financial strategies tailored to your goals.

Where You Want To Be

Where You Want To Be

Years of experience have prepared us to guide you through life's transitions.

How You Get There

How You Get There

We believe values matter, and we live by ours every day.

Our Philosophy

ARBOR clients have come to expect a holistic approach to seeking their life goals. Through planning, asset and liability management, careful investment selection, periodic monitoring and review, and close client/consultant interaction, ARBOR strives to provide clients with an extremely positive experience.

Our Commitment

Money means something different to everyone, and what colors our attitudes toward it, or what we want from it, is highly subjective.

That's why, at ARBOR Financial Services, our involvement with you doesn't end once we have completed the initial process of setting up your investments. We'll monitor the progress your money is making, and we'll meet regularly with you to make sure your investments reflect your current life circumstances.

Still Unsure? We Can Help.

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Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Laws and Jobs Act. Luckily, we're here to help. This ebook will tell you everything you need to know about the biggest tax reform and overhaul in 30 years.

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