Arrowroot Family Office

"My wife and I had such a great experience at Arrowroot with Rob Santos and staff. Rob made difficult things easily understandable and gave us value free and informed options. When we have delayed in getting things to him or making decisions he has gently reminded us with no pressure to do one thing versus another. We feel so safe in his capable hands!"

"I have worked with Rob Santos and Arrowroot for over 10 years. The whole team is highly professional, responsive, and insightful. They provide many smaller-company benefits like personalized service, access to senior management, etc; and also match that with large-platform technology conveniences."

"I had the privilege of working with Rob to help build the Arrowroot franchise several years ago. I can personally attest to the high moral standards and integrity that Rob and his team live by and instill in others when it comes to client service. Rob is a consummate professional who genuinely cares for his clients and understands the value of nurturing long-term, trusted relationships (as opposed to thinking of clients as ‘transaction opportunities’ you step into and out of quickly which unfortunately is all too common these days). I commend Rob for the relentless time and energy he has put into building a high quality asset management platform. The AFO brand and franchise is strong and growing, and you could not find a better steward for the practice than Rob. Have no doubt in his ability to continue scaling the AFO platform given his strong orientation towards delivering exceptional, high-trust client service."

"I have known Rob for a very long time and when I needed to move my 401k from my old firm to a new one, there was no doubt where I'd move it to and who would be handling my retirement needs. Rob and Arrowroot FO are nothing but professional, knowledgeable, efficient and above all, caring about their clients and our needs. I happily recommend Arrowroot FO to handle any financial planning for you and your family."

"I have worked with Rob and his team over a number of years on several different business ventures. Rob has been the ultimate professional and has extensive knowledge in the marketplace to provide my team the highest and best level of advisory. His team is extremely selfless in their time and has always been fully transparent and trustworthy while delivering high level results. I highly recommend Rob and the Arrowroot team to anyone that has the opportunity to work with them."