A complete list of active advisors currently associated with Acadia Financial Services, LLC
Warmer can help you find a great advisor at Acadia Financial Services, LLC or one who fits your needs even better.
Acadia Financial Services, LLC is a state‑registered independent advisory firm that serves individual and family clients through a tiered service structure offering ongoing financial planning, virtual-delivery planning, and discretionary investment management via a sub‑advisor. The firm reports roughly $4.8 million in discretionary assets under management and operates as a solo adviser. The firm’s investment approach emphasizes passive portfolio construction and Modern Portfolio Theory, with a third‑party sub‑advisor implementing model portfolios primarily using index mutual funds and ETFs and offering automated rebalancing and tax‑loss harvesting. Financial planning and client communication are delivered largely virtually, with tools such as a planning software portal, virtual vault, and recurring meetings covering retirement planning, qualified plan/TSP advice, student loan planning, tax‑return review, and estate considerations. Distinctive elements include a regularly published educational newsletter called “Lagniappe,” and a billing model that emphasizes fixed or subscription planning fees rather than relying primarily on percentage‑of‑AUM advisory charges (external AUM fees may apply when the sub‑advisor is used). The firm also combines fiduciary obligations with tax and financial planning expertise—holding CFP and Enrolled Agent credentials among its principals—and uses Charles Schwab’s institutional platform for custody and trade execution.
To learn more about the advisors currently working at Acadia Financial Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Burke, VA
| 8
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
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")