Arcadia Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Arcadia Wealth Management provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high‑net‑worth clients, retirement plans, trusts, and estates. The firm states an ideal client profile of $1 million to $10 million in investable assets and generally requires a $500,000 account minimum, which it may waive at its discretion.
Arcadia constructs globally diversified, balanced portfolios based on an efficient‑market, long‑term, low‑turnover philosophy and implements small‑company and value tilts informed by Fama–French research. Portfolios are built predominantly with Dimensional Fund Advisors (DFA) and Schwab OneSource mutual funds, include higher‑quality fixed income (BBB or above) and currency‑hedged foreign bond exposure where appropriate, and are monitored for rebalancing under both discretionary and non‑discretionary arrangements.
Distinctive features for a firm of its size include managing about $383.6 million in client assets across three advisors while offering ERISA 3(21) retirement plan advisory services alongside individual wealth management. The adviser is fee‑only, maintains an institutional relationship with Charles Schwab (including soft‑dollar benefits and access to DFA funds), and its ADV discloses an SEC administrative order and monetary fine for Custody Rule deficiencies related to custody audits from 2013–2019.
Client services
Expertise
Demographic focus
Fee options
$0+: 2.00% annually +: 0.50% annually
$250 per hour for financial planning services.
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.
Main office
10 Edgewood Avenue
Smithtown NY 11787
Advisors at this office
3
Most active in
California · Florida · Louisiana · Massachusetts · New Jersey · New York · Pennsylvania · Texas
Also doing business as
Arcadia Wealth Management · Arcadia Wealth Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Walter W
CFP®, Series 63
Smithtown, NY
Arcadia Wealth Management
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.
Allison V
CFP®, Series 63
Smithtown, NY
Arcadia Wealth Management
Allison Vanaski is a CFP® with four years of industry experience, currently serving as an advisor at Arcadia Wealth Management. She has been with the firm since 2012 and holds a Series 63 license. Arcadia Wealth Management is a fee-only registered investment adviser serving individuals, trusts, estates, and retirement plans. The firm manages globally diversified, balanced portfolios with an investment approach based on market efficiency and academic research, specializing in small-company and value factor tilts using Dimensional Fund Advisors and Schwab mutual funds.
Kelly L
CFP®
Smithtown, NY
Arcadia Wealth Management
Kelly Lynch is a CFP® professional with seven years at Arcadia Wealth Management and two years of industry experience. Prior to joining Arcadia, Kelly was a student for seven years. Arcadia Wealth Management is a fee-only registered investment adviser serving individuals, trusts, estates, and retirement plans. The firm manages globally diversified, balanced portfolios with a long-term, low-turnover approach, emphasizing market efficiency and academic research, including factor-based tilts toward small-company and value exposures.
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