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Rochester Hills, Michigan

Financial advisors in Rochester Hills

The Rochester Hills office serves Arrowroot's Michigan clients. The team works with families, executives, and business owners who want to participate in socially responsible and values-aligned investments. Our clients are located throughout Oakland County and the broader Detroit metro region.

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Arrowroot Advisors

Rochester Hills, MI

725 Barclay Circle, Suite 215
Rochester Hills, MI 48307

(248) 453-5252

Hours: 7am - 6pm Monday through Friday, by appointment

OFFICE LEADER
Diane Young, AIF®
Partner, Managing Director
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Team Member
Matt McEwen, AIF®
Vice President
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Team Member
Sara Frazier, CFP®
Vice President, Wealth Advisor and Financial Planner
Team Member
Sydney Craig
Operations Manager
Team Member
Rachel Young
Operations Assistant
Team Member
Irene Apergis
COO

What we do from this office

The Rochester Hills team serves a wide variety of clients:

Individuals and families building long-term wealth.

Comprehensive planning, investment management, tax, estate, and the work that holds a financial life together across decades.

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Families with multigenerational wealth.

Coordinated guidance for families whose financial life involves more than one generation, more than one entity, and decisions that carry forward.

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Who we work with in Southeast Michigan

Clients in the Rochester Hills practice live and work across Oakland County and the Detroit metro region, with concentrations in Rochester, Troy, Birmingham, Bloomfield Hills, and Auburn Hills. The team works closely with executives in the automotive and advanced manufacturing industries, owners of family-held businesses across Southeast Michigan, and multigenerational families with established Midwest roots.

A significant part of the practice has been built serving women executives, professionals, and business owners across the region. The team also works with LGBTQ+ individuals and families, and with clients whose values shape how they want their money invested, including those looking for socially responsible and values-aligned portfolios.

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Frequently asked questions

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