R. “Michael” S. Menzies, Jr. founded Pembroke Asset Advisors with the vision of creating a financial services firm which provides a truly dynamic and holistic experience for clients.
Prior to founding Pembroke Asset Advisors, Michael enjoyed careers in both the financial services and business development industries. Michael held an advisory position at a well known wealth management firm serving clients in the western U.S.
Concurrently, Michael worked as a small business consultant and farm owner with Braeside Farms, LLC.
Michael is an advisor with over 20 years of experience in personal and small business financial planning. His work focuses on servicing the complex financial needs of entrepreneurs and their families.
Michael holds Life, Health, and Fixed Annuity licenses in multiple states
Our firm was founded with the goal of assisting clients in every aspect of their financial lives.
We work closely with you to help you achieve your goals.
Our staff consists of experienced
professionals with a “hands-on” approach to financial advice. Not only will you find us knowledgeable, but you will also discover that our staff truly cares about helping make your dreams a reality.
We enjoy having long-term relationships with our clients.
Thank you for trusting us!
Client Relationship Manager
Arika S. Menzies, Co-Founder of Pembroke Tax and Business Advisors, is a Tax & accounting specialist, who brings a wealth of knowledge to the Pembroke Advisors family of businesses.
Arika has over 15 years of client relations management, event coordination, tax preparation and administrative development experience.
Arika was born and raised on a South Dakota buffalo ranch so she understands the pioneering spirit and hard work ethic of our clients.
Her interests include hiking, shopping, Pilates class, and travel.
She also enjoys artisanal food and beverages.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax
professionals for specific information regarding your individual situation. Some of this material was developed and produced by Pembroke Asset Advisors to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Pembroke Asset Advisors, LLC is a registered investment advisor.
Information presented is for educational purposes only and is not intended to make an offer or solicitation for the sale or purchase of any specific securities' product, service, or investment strategy. Investments involve risk, and unless otherwise stated, are not guaranteed.
Be sure to first consult with a qualified financial advisor, tax professional, or attorney before implementing any strategy or recommendation discussed herein.