At Arbor Portfolio Management, we are dedicated to empowering you on your financial journey. With extensive experience in financial planning and wealth management, our knowledgeable team is here to provide you with the insights and strategies needed to navigate today’s complex financial landscape.
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Proudly ranked among the top 10 advisors in the Atlanta area, we have built our reputation on a commitment to integrity and transparency. We believe that trust is essential in our client relationships, and we strive to provide honest, straightforward advice tailored to your unique needs.
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What truly sets us apart is our genuine care for our clients. We take the time to listen, understand your goals, and craft personalized financial plans that align with your vision for the future. Your success is our mission, and we are dedicated to supporting you every step of the way.
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Discover how we can help you achieve financial peace of mind and a prosperous future. Together, we can turn your aspirations into reality.
Joshua Pilgreen
President
Joshua Pilgreen serves as the President and Managing Member of our firm, where he leads the investment committee and acts as the lead portfolio manager.
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Josh earned his B.A. from Auburn University, an M.B.A. from Louisiana State University, and an M.S. in Finance from the University of Colorado. He also completed postgraduate studies in Economics at Harvard University. His professional credentials include the CMA (Certified Management Accountant), FMVA (Financial Modeling and Valuation Analyst), and FPWM (Financial Planning and Wealth Management) certifications. He is an active member of several organizations, including the Accountants and Financial Professionals in Business, the Global Corporate Finance Society, and the National Association of Christian Financial Consultants.
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Furthermore he won the 2020 Corporate Finance Institute's Financial Modeling and Analyst Competition and was named the top financial analyst globally.
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You can follow his market commentary here.
Hours of Business
Monday 9:00 am – 5:00 pm
Tuesday 9:00 am – 5:00 pm
Wednesday 9:00 am – 5:00 pm
Thursday 9:00 am – 5:00 pm
Friday 9:00 am – 5:00 pm