user avatar

Walter Wisniewski Jr.

Advisor at Arcadia Wealth Management

Updated today
Arcadia Wealth Management logo

Firm

Arcadia Wealth Management

Location

Smithtown, NY 11787

Credentials

CFP®, Series 63

Industry experience

22 years

About

Walter Wisniewski is a CFP® with 22 years of industry experience, currently serving as an advisor at Arcadia Wealth Management since 2012. He previously worked at Paragon Capital Management Corp from 1993 to 2017. Arcadia Wealth Management is a fee-only registered investment adviser serving individuals, trusts, estates, and retirement plans. The firm emphasizes globally diversified, balanced portfolios grounded in market efficiency and academic research, with a focus on small-company and value exposures using mutual funds and ETFs.

Client services

Based on Arcadia Wealth Management

Financial planning Portfolio management Pension consulting

Expertise

Based on Arcadia Wealth Management

Passive / index investing Wealth management General tax planning College savings (529s, UTMA, etc.)

Demographic focus

Based on Arcadia Wealth Management

Established Professionals

Fee options

Percentage

$0+: 2.00% annually +: 0.50% annually

Project-based

$250 per hour for financial planning services.

Other

Account minimum: $500,000 Fee-only: Investment advisory fees range from 0.50% to 2.00% annually based on assets under management and other factors; fees are negotiable.

Location

10 Edgewood Avenue

Smithtown, NY 11787

Most active in

New York

Work history

Arcadia Wealth Management Corporation

2012 - Present (14 years)

Paragon Capital Management Corp

1993 - 2017 (24 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Paul B

Series 63, Series 65, Series 66

Melville, NY

BIGGIN, INC.

Active portfolio management Options & derivatives strategies

Amir N

CFP®, EA

Huntington, NY

N Financial Plans

Hi, I’m Amir Noor—a fee-only financial advisor who specializes in helping high-net-worth clients navigate complex financial and tax planning. As a Certified Financial Planner™ (CFP®), an Enrolled Agent (EA), and Chartered Retirement Plan Specialist™ (CRPS™), I bring a varied lens to your finances: strategic, goal-oriented planning and expert-level tax guidance. I don’t accept commissions, product sales kickbacks, or referral fees—just clear, objective advice that puts your best interests first. My origin story begins on Long Island, where I was raised in an immigrant household defined by entrepreneurial highs and devastating lows. My father, a risk-taking entrepreneur, passed away while I was still in high school. Overnight, I found myself managing our family’s finances and hustling to support us—building websites and offering tech support to local businesses before I was old enough to vote. At 19, I got licensed as an insurance agent and began my journey in financial services. (No, I no longer sell products.) I started college as a computer science major but graduated from SUNY Stony Brook with a finance degree after realizing where I could have the greatest impact. My early entry into the field means I’ve now worked in financial services for nearly two decades—while still in my thirties. That experience spans a broad range of clients, from 22 to 70+, across professions like law, medicine, finance, and entrepreneurship. I’m fluent in their language and the challenges they face, from correcting mismanaged 401(k)s to addressing underinsured households to navigating unexpected windfalls and offshore asset transfers. Clients often tell me I “get it”—because I’ve lived it. I know what it’s like to be the first line of financial defense for your family or your business. And I know how overwhelming it can feel when you're not sure who to trust. That’s why I built my practice around transparency, technical expertise, and deep empathy. Today, I live in Huntington, Long Island, with my growing family. I continue to work closely with attorneys, medical professionals, and small business owners—helping them gain clarity, reduce risk, and build lasting wealth. Let’s talk. And if you have a great restaurant recommendation, we’ll get along just fine.

Business ownership considerations Tax strategies for small businesses Business exit / sale strategy Founder/Business Owner Gen Y/Millennials (Born 1980-1995)
user avatar

Michael R

Series 66

Melville, NY

Mountain Creek Capital, LLC

Options & derivatives strategies Concentrated stock management
user avatar

Gina G

Series 65

Dix Hills, NY

Life Planning Agency, Inc

Income planning College savings (529s, UTMA, etc.) Wealth management Passive / index investing
user avatar

Christopher W

Series 65

Commack, NY

First Shelbourne

Passive / index investing Active portfolio management Retired
user avatar

Carl F

CFP®, CFA®, Series 63, Series 65

Melville, NY

Excelsior

Options & derivatives strategies Tax-loss harvesting
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")