Arcadia Wealth Management, LLC logo

Arcadia Wealth Management, LLC

Updated today

Client AUM

$436,535,005

Clients

655

Advisors

11

of 20 employees

About

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.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Annuities Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)

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Fee options

Percentage

$0 - $249,999: 1.50% $250,000 - $499,999: 1.40% $500,000 - $999,999: 1.25% $1,000,000 - $1,999,999: 1.00% $2,000,000 - $2,999,999: 0.85% $3,000,000 - $4,999,999: 0.65% $5,000,000 - $9,999,999: 0.50% $10,000,000+: 0.40%

Commissions

Advisory fees based on assets under management; commissions for sale of insurance products.

Other

Account minimum: $500,000

Main office

155 Dow Street, Suite 301

Manchester NH 03101

Advisors at this office

11

Most active in

Florida · Maine · Massachusetts · New Hampshire · Rhode Island · South Carolina · Texas · Vermont

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Michael P

CFP®, Series 66

Manchester, NH

Arcadia Wealth Management, LLC

Michael Panico is a Certified Financial Planner (CFP®) with 23 years of industry experience, currently serving as an advisor at Arcadia Wealth Management, LLC since 2014. He previously worked at GWN Securities Inc. from 2011 to 2016. Outside of his advisory role, Mr. Panico is the principal owner of Arcadia Tax, LLC, which provides tax preparation and planning services, and he is also actively licensed as an insurance agent representing various carriers through Arcadia Financial Group, LLC. Arcadia Wealth Management, LLC is a team-based firm serving individuals, high-net-worth clients, and pension plans by providing portfolio management, financial planning, and pension consulting. The firm applies a combination of fundamental, technical, and quantitative analysis within diversified investment strategies and offers ongoing client reviews and support across discretionary and non-discretionary arrangements.

Annuities Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
user avatar

William S

CFP®, Series 66

Manchester, NH

Arcadia Wealth Management, LLC

William Salazar is a CFP® with six years of experience in the financial industry. He is currently an advisor at Arcadia Wealth Management, LLC, where he has worked since 2026. Prior to joining Arcadia, he held roles at Commonwealth Financial Network, Lincoln Investment, Ameriprise, Hornor Townsend & Kent LLC, and Penn Mutual Life Insurance Company. Outside of his advisory work, Salazar is the author of *The Smoke Shop's Backyard BBQ: Eat, Drink, and Party Like a Pitmaster*. Arcadia Wealth Management, LLC is a team of nine advisors serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm emphasizes documented Investment Policy Statements and employs a combination of fundamental, technical, and quantitative analysis across multiple investment strategies while offering ongoing portfolio management and financial planning services.

Annuities Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
user avatar

Ryan R

Series 63, Series 66

Manchester, NH

Arcadia Wealth Management, LLC

Ryan Raphael is a financial advisor at Arcadia Wealth Management, LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Level Four Financial, Good Life Advisors, Edward Jones, and Bankers Life. Raphael is also a licensed insurance agent affiliated with various unaffiliated insurance carriers through Arcadia Financial Group LLC. Arcadia Wealth Management is a team of nine advisors managing approximately $436 million in discretionary assets, serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm employs a range of investment strategies supported by documented client goals and risk tolerances, and it offers ongoing portfolio management, financial planning, and pension consulting services.

Annuities Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
user avatar

Glenn S

Series 66

Manchester, NH

Arcadia Wealth Management, LLC

Glenn Sullivan is a financial advisor at Arcadia Wealth Management, LLC with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Financial Compass Group, Bank of America, and Equitable Advisors. Arcadia Wealth Management provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm emphasizes documented client goals and risk tolerances, using a range of analytical approaches and offering both discretionary and non-discretionary account management.

Annuities Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
user avatar

Timothy S

Series 66

Manchester, NH

Arcadia Wealth Management, LLC

Timothy Spampinato is a financial advisor at Arcadia Wealth Management, LLC with a Series 66 credential and one year of industry experience. His prior roles include positions at Equitable Advisors, LLC and various non-financial companies. He also works as a paraplanner at Arcadia Financial Group, preparing cases for retirement planning. Arcadia Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, providing portfolio management, third-party adviser selection, pension consulting, and integrated financial planning without a separate planning fee. The firm employs discretionary management strategies including asset allocation, diversification, and tax-aware investing, and offers educational seminars and coordination with third-party managed account programs.

Annuities Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
user avatar

Trever R

CFP®, Series 66

Manchester, NH

Arcadia Wealth Management, LLC

Trever Robbins is a CFP® and Series 66 credentialed advisor with two years of industry experience. He currently works at Arcadia Wealth Management, LLC. Prior to joining Arcadia, he has held positions with Avantax Investment Services Inc., Bartley Financial, and TSS Wealth Management LLC. Arcadia Wealth Management, LLC is a team of nine advisors serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm provides portfolio management, selection of third-party advisers, pension consulting, and financial planning, applying a range of strategies informed by fundamental, technical, and quantitative analysis.

Annuities Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
user avatar

Christopher D

Series 63, Series 65

Manchester, NH

Arcadia Wealth Management, LLC

Christopher Dube is a financial advisor with Arcadia Wealth Management, LLC in Manchester, NH, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His work history includes multiple roles at Citizens Bank and its affiliates, as well as experience within Arcadia's affiliated entities. He is also a licensed insurance agent and occasionally offers clients insurance products through Arcadia Financial Group LLC. Arcadia Wealth Management, LLC serves individuals, high-net-worth clients, and pension and profit-sharing plans with portfolio management, adviser selection, pension consulting, and financial planning. The firm operates as a team of nine advisors managing approximately $436 million in discretionary assets and employs a range of investment strategies supported by written Investment Policy Statements and regular account reviews.

Annuities Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
user avatar

Christopher C

CFP®, Series 66

Manchester, NH

Arcadia Wealth Management, LLC

Christopher Carter is a CFP® with five years of industry experience, currently serving as a financial planner at Arcadia Wealth Management, LLC in Manchester, NH. His prior roles include positions at BNY Wealth and TD Private Client Wealth LLC. He is also involved with Arcadia Financial Group, LLC, where he prepares retirement planning cases and offers insurance products. Arcadia Wealth Management, LLC is a team of nine advisors serving individuals, high-net-worth clients, and pension plans with portfolio management, third-party adviser selection, pension consulting, and financial planning. The firm uses a combination of fundamental, technical, and quantitative analysis and emphasizes documented client goals through Investment Policy Statements.

Annuities Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
user avatar

Hannah S

Series 63, Series 65, Series 66

Manchester, NH

Arcadia Wealth Management, LLC

Hannah Shaw is a financial advisor at Arcadia Wealth Management, LLC in Manchester, NH, holding Series 63, 65, and 66 licenses with three years of industry experience. Prior to joining Arcadia, she worked at Fidelity Investments for four years and has experience in health and fitness businesses. Arcadia Wealth Management is a team of nine advisors managing approximately $436 million in discretionary assets as of December 2025. The firm provides portfolio management, pension consulting, and financial planning to individuals, high-net-worth clients, and retirement plans, employing a range of investment strategies supported by documented client goals and risk tolerances.

Annuities Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
user avatar

Taylor M

Series 65

Manchester, NH

Arcadia Wealth Management, LLC

Taylor Maliska is a financial advisor at Arcadia Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked in various roles across multiple industries including construction and delivery services. Outside of his advisory work, Maliska is a youth baseball umpire. Arcadia Wealth Management, LLC is a team of nine advisors serving individuals, high-net-worth clients, and pension plans with portfolio management, third-party adviser selection, pension consulting, and financial planning. The firm employs a range of investment strategies guided by written Investment Policy Statements and conducts regular account reviews.

Annuities Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
user avatar

Kevin T

CFP®, Series 63, Series 66

Manchester, NH

Arcadia Wealth Management, LLC

Kevin Toohey Jr. is a CFP® professional with 10 years of industry experience, currently serving as a financial planner at Arcadia Wealth Management, LLC in Manchester, NH. He has held multiple roles at Fidelity Investments from 2013 to 2023 before joining Arcadia. In addition to his work with Arcadia, he engages in financial planning through a life insurance producer business. Arcadia Wealth Management, LLC is a team of nine advisors managing approximately $436 million in discretionary assets and serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm employs a combination of fundamental, technical, and quantitative analysis across diversified strategies, offers quarterly account reviews, and provides publicly available educational seminars and workshops.

Annuities Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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