.avif)
As Partner and Managing Director at Arrowroot Family Office, Mark McCarron both mentors junior advisors and serves his own financial advisory clients. He specializes in financial planning, portfolio management, tax planning and cash flow projections, and business development, and is motivated by building the firm and creating a platform clients are proud to refer to friends and family. He takes particular pride in mentoring the next generation of advisors.
Mark has worked in financial services for more than 19 years. Before Arrowroot, he ran his own firm, Bond Wealth Management, a comprehensive advice and investment management company, and earlier worked in credit default swap and corporate bond credit trading in New York City. He received his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2017 and became an IRS Enrolled Agent in 2022. He earned a Bachelor of Science in Systems Engineering from the University of Virginia in 2005, and his financial planning insights have been featured in the Wall Street Journal, USA Today, and WalletHub.
A Virginia native, Mark lives in Charlottesville with his wife, Ashley, and their labrador retrievers. Outside of work, he enjoys tennis, hiking, golf, snowboarding, and taking his dogs anywhere that welcomes them.
Let’s Get Started
Tell us where you are, where you're headed, and what you're working with. We'll help you get there.
.svg)
