A complete list of active advisors currently associated with Arcadia Wealth Management

Warmer can help you find a great advisor at Arcadia Wealth Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at Arcadia Wealth Management, 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.