Financial advisors in Charlottesville
The Charlottesville office is Arrowroot Family Office's home in Central Virginia, where Mark McCarron works with professionals, business owners, and retirees who have built substantial wealth and put down roots in the western Albemarle communities around Ivy.
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Arrowroot Advisors
2 Boars Head Ln
Suite 110
Charlottesville, VA 22903
(626) 712-2090
Hours: 7am - 6pm Monday through Friday, by appointment
Mark works with families and business owners on financial planning, portfolio management, and tax strategy, with a particular focus on cash flow and long-range projections. He is a CFP® and IRS Enrolled Agent.
Irene oversees operations and regulatory compliance across the firm. She brings more than 22 years of financial services experience across investments, capital markets, operations, management, and sales.
What we do from this office
Families with multigenerational wealth.
The Charlottesville office is family office focused. Mark works with clients whose financial lives involve more than one generation, more than one entity, and decisions that carry forward. His work covers the full picture: investment management, tax planning, estate strategy, and the coordination that holds it all together across the years and the generations who follow.
Who we work with in Charlottesville
The Charlottesville practice is centered in the western suburbs of the city, in the Ivy area of Albemarle County. The office sits in Ednam, home to the Boar's Head Resort. The neighborhoods around it, including Farmington, Ednam, Bellair, and Flordon, have long drawn wealthy retirees who kept primary or second homes here for the land, the schools, and the pace of life.
Since 2020, that mix has broadened. A newer wave of high-earning younger families has moved into the area: business owners, semi-retired professionals, and W-2 executives who work remotely or travel for their jobs but want to raise families in Central Virginia. Mark works across both groups, along with clients whose careers were built in the financial industry and who bring the layered planning questions that come with deferred compensation, carried interest, and concentrated equity positions.
Beyond the Ivy area, the practice serves clients across Central Virginia, throughout the East Coast, and anywhere else a client may reside.
Frequently asked questions
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