President
CurrentArcadia offers fee-only financial planning and investment advice on an hourly, flat fee, and retainer fee basis.Individuals and FamiliesWhatever your financial planning needs, we can help you align your choices with your long-term goals. Some of our clients enjoy an ongoing relationship with regular meetings. Some just want a second opinion on plans they have already put into place. Others have a specific issue they would like for us to address.Widows and SurvivorsThe death of a loved one often requires that important financial decisions be made when you are least prepared to do so. We can help you sort through the paperwork and make informed decisions. Military survivors, if you have received an SGLI benefit, you may be entitled to 5 hours of financial planning services at no cost to you.Divorce Financial PlanningWe are an important part of your team before, during, and after your divorce. If you are considering divorce, we can help you to understand the financial impact. We can also help you to engage the right team of professionals from the start. We'll walk with you through the process and help you move forward.
