Diane Young
Managing Partner Wealth Manager Financial Advisor Financial Planner @Arrowroot Family Office
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WORK HISTORY
Managing Partner Wealth Manager Financial Advisor Financial Planner @Arrowroot Family Office
725 Barclay Circle, MI, US
Fiduciary, Fee‑Only Financial Planning in Rochester Hills, MichiganArrowroot Family Office is a fiduciary, fee‑only financial planning and family office firm based in Rochester Hills, Michigan. We specialize in helping high‑net‑worth individuals, families, and retirees make confident financial decisions through comprehensive, personalized planning.As fiduciaries, we are legally and ethically committed to acting in your best interest at all times. We do not sell financial products or earn commissions. Our advice is objective, transparent, and tailored to your life.
EDUCATION
Romeo High School
Diploma
Oakland University
Anthropology
Stony Brook University
BA, Anthropology
SKILLS
ABOUT DIANE YOUNG
Diane Young brings over thirty years of financial planning experience to her clients, helping them create confidence, clarity, and direction in their financial lives. She is a fee-only fiduciary financial planner, committed to providing objective advice that always places her clients’ interests first.Diane chose to build a fiduciary financial planning firm—Arrowroot Family Office—because she believes financial advice works best when it is transparent, conflict-free, and grounded in long-term relationships. As a fiduciary, Diane does not sell financial products or earn commissions. Instead, her focus is on thoughtful planning, education, and strategies aligned with each client’s goals and values.Diane began her financial planning career in the New York metropolitan area in 1989. During that time, she led a broker-dealer and insurance agency while also running a successful financial planning practice. Over the years, her experience on all sides of the industry reinforced her conviction that fee-only, fiduciary advice provides the highest standard of care for clients.In addition to her client work, Diane has long been committed to education and public engagement. She has taught Certified Financial Planner™ (CFP®) credentialing courses at New York University, delivered educational workshops for companies and organizations, and appeared on television and radio. Her writing has been featured in publications including Rochester Suburban Lifestyles, Living Better Magazine, and National Underwriter. Diane has also spoken at numerous professional conferences and events, including the Royal Alliance National Educational Conference, the Financial Planning Association of Michigan, Women in Transportation, and the Michigan Association of Certified Public Accountants.More recently, Diane has added stand-up comedian to her professional repertoire. She performs across the country and is available for corporate events, nonprofit fundraisers, and conferences where an intelligent, engaging, and genuinely funny speaker or emcee can bring energy and connection to the room.Financial planning and advisory services are offered through Arrowroot Family Office, a registered investment advisor.
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