We are on a mission to help people find peace and freedom that goes beyond money.
Humble Beginnings
2008 - ArborBrook Advisors, a licensed Investment Advisory & Financial Planning firm, is started in Destin, FL.
2011 - Coming to specialize in Business Planning we began to notice an emerging trend with the employers we served. Regardless of the businesses success, leaders were discovering that their employees were struggling. We began praying for a strategy for the best way to solve this dilemma. God answered with the solution of Employee Financial Wellness.
2012 - In response, ArborBrook launches an Employee Financial Wellness service for business clients, assessing employee needs and advising them for a fee. It was a humble beginning with old-fashioned paper assessments, in-person interviews, serving employees with empathy, trial and error.
2020 - Struck by the deep impact and value that our advice was bringing to the workforce, we begin to transition ArborBrook out of traditional financial services. At the same time we begin the multi-year journey to design and deliver an effective, scalable solution to the marketplace. We knew that there were millions more lives out there that desperately needed what we were offering.
2025 - We continue to be led by the Lord, increasing our reach and ability to serve a growing number of lives. We hope you get to be one of them.
Money isn’t the goal.
We turned in our licenses and left the comfortable land of financial advisory. We walked away from selling investments or financial products and doubled-down on our belief that advice and counsel rooted in relationship surpasses any industry ethical standards, including fiduciary.
We leverage technology to build relationships, not the other way around. We were all born to be in relationship, which is why we believe that technology is a tool, not the solution. No matter how advanced technology gets, it will never replace true relationship.
We believe everything one needs to know about money can be found in the Bible. Regardless of one’s personal beliefs, the knowledge and wisdom contained in this book transcends every market cycle, economic environment, and personal situation. If applied, it will bring life to everything it touches. Maybe best of all, it is open and available to everyone.
Our role then becomes to serve businesses and individuals to help them apply these timeless principles to their own personal money story and we’ve seen the fruit of this approach over and over again. That those we serve find what we have; that money isn’t the goal. It’s just a tool to reach the goals one has been called to.