A complete list of active advisors currently associated with Cadia Private Client LLC

Warmer can help you find a great advisor at Cadia Private Client LLC or one who fits your needs even better.

Cadia Private Client LLC provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, and businesses. The firm reports roughly $192.5 million in discretionary assets under management, operates with two advisors and serves over one hundred clients, and charges advisory fees based on assets under management while serving in a fiduciary capacity. The firm constructs customized portfolios tailored to clients’ goals and risk tolerance and generally employs a long-term investment approach while performing shorter-term trades for rebalancing or liquidity needs. Portfolios may include ETFs, mutual funds, individual securities and bonds and, where appropriate, option contracts, structured products, alternative investments and ETFs with digital-asset exposure; the firm may also allocate portions of client assets to unaffiliated independent managers and provides ongoing oversight of those relationships. Cadia Private is affiliated with an insurance-marketing affiliate, Cadia Benefits LLC, and certain advisory persons are licensed as independent insurance professionals and may receive commission-based compensation for insurance sales (clients are not required to purchase insurance through the affiliate), a relationship the brochure discloses as a potential conflict of interest. The firm also participates in an institutional platform relationship with Fidelity that provides research and technology support, and for a two-advisor RIA managing roughly $192.5 million it offers both standalone planning engagements and access to alternative strategies and independent manager arrangements that may be atypical for firms of its size.

To learn more about the advisors currently working at Cadia Private Client 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.