History

Arbor Financial Services was founded by Michael Puls in the summer of 2003, driven by his passion for offering clients personalized guidance to pursue their financial and life goals. As he built Arbor Financial, Mike came to believe that the best results came from combining planning as well as a disciplined approach to Sustainable Investing. Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

Arbor was early to embrace what was then called socially responsible investing—now refined into ESG factors in many of our clients' portfolios.

This strategy considers ESG-focused investments, reflecting a commitment to both environmental and social impact. At Arbor, our goal is to ensure that your investments as the client are carefully screened for positive public stewardship, promising growth potential all while aligning with your values.*

At Arbor, you’re not just getting financial advice; you’re getting a dedicated partner who’s committed to helping you reach your life goals and secure a bright financial future.

Knowledge is Power

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.