Advisor at Arcadia Financial Partners, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Arcadia Financial Partners, LLC
Location
Pickerington, OH 43147
Credentials
CFP®
Industry experience
19 years
Lori Eisel is a CFP® professional with 19 years of industry experience. She has been with Arcadia Financial Partners, LLC since 2016 and previously worked at Hamilton Capital Management, Inc. from 2015 to 2017. Arcadia Financial Partners is a fee-only advisory firm serving individuals and families with financial planning, hourly counseling, and longer-term retainer engagements. The firm focuses on cash flow and retirement planning and typically provides individualized asset-allocation recommendations while clients implement and monitor their investments.
Based on Arcadia Financial Partners, LLC
Financial Review fees typically range from $3,500 to $4,500
$0 - $1,750,000: 0.45% $1,750,000+: 0.15%
$350 to $450 per hour
Account minimum: $5,000 Minimum fee: $5,000 minimum fee for Retainer Engagements Fee-only: Fee-Only financial planning and investment advisory services; no commissions or other compensation
60 W Columbus St
Pickerington, OH 43147
Ohio
Arcadia Financial Partners, LLC
2016 - Present (10 years)
Hamilton Capital Management, Inc.
2016 - 2017 (1 year)
Hamilton Capital Management Inc.
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®, ChFC®, Series 65, CLU®
Columbus, OH
ClearMind Capital
I’m the founder of ClearMind Capital, a fee-only financial planning firm focused on helping people approach retirement with clarity and confidence. I work with individuals and families who have saved diligently and want help turning their money into a plan that supports the life they want to live. My role is to bring structure, perspective, and guidance around retirement income, taxes, investment strategy, and long-term decision-making. The goal is simple: help clients feel grounded in their plan and confident in the path ahead.
Series 66
Columbus, OH
Thomas Everett Investments, LLC
Series 63, Series 66
Canal Winchester, OH
Lynch Retirement Advisors, LLC.
Series 65
Columbus, OH
DBA, Cornerstone Investment Counsel
Series 65
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Vital Signs Financial Services LLC
Series 65
Gahanan, OH
OIC Financial
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