Arcadia Wealth Management, LLC

Arcadia Wealth Management, LLC provides ongoing portfolio management, selection of third‑party advisers, pension consulting, and financial planning to individuals, high‑net‑worth individuals, and pension and profit‑sharing plans. The firm operates as a team of nine advisors serving roughly 655 clients and reports about $436 million in discretionary assets under management as of December 2025.

Arcadia documents client goals and risk tolerances in written Investment Policy Statements and applies fundamental, technical, and quantitative analysis across strategies such as long‑term buy‑and‑hold, strategic and tactical asset allocation, model portfolios, and periodic rebalancing. The firm may delegate model management to AE Wealth, uses the Pontera platform to monitor and, where possible, trade held‑away accounts, and conducts at least quarterly account reviews with discretionary and non‑discretionary arrangements depending on platform access.

The brochure highlights several features that set Arcadia apart from many peers, including an affiliation with an accounting/bookkeeping affiliate (Arcadia Tax, LLC) and related insurance‑selling affiliates whose marketing support and seminar reimbursements the firm discloses as a potential conflict of interest. Arcadia also offers periodic public educational seminars and workshops free of charge and discloses the use of client testimonials in advertising, practices that are less common among comparable team advisors.