A complete list of active advisors currently associated with Arcadia Investment Advisors, LLC

Warmer can help you find a great advisor at Arcadia Investment Advisors, LLC or one who fits your needs even better.

Arcadia Investment Advisors serves individual investors, families, trusts, pension plans and non-profits, and delivers discretionary portfolio management alongside retirement planning and ongoing financial analysis across multiple account types. The firm is fee-only and charges asset-based advisory fees rather than commissions. The firm’s investment approach is guided by academic theory and emphasizes strategic asset allocation, low-cost mutual funds and ETFs, and tax-aware portfolio construction; allocation decisions are driven by clients’ cash-flow needs and tolerance for variability. Arcadia manages portfolios holistically across account types, monitors performance regularly, and incorporates tax-management practices such as loss harvesting and Roth conversion analysis. Distinctive features include a small, multigenerational advisory team of three professionals overseeing approximately $346 million in client assets, resulting in an unusually high assets-per-advisor ratio relative to peers. Arcadia documents its fiduciary process for retirement rollovers (including an alternative educational approach), declines to vote client proxies on behalf of accounts, and operates with custodial arrangements that include direct fee deduction and standing letters of authorization — all points prospective clients may want to consider.

To learn more about the advisors currently working at Arcadia Investment Advisors, 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.