Poughkeepsie, NY Office

D’Arcangelo Financial Advisors provides fee-based investment advisory and financial planning services to a mix of clients including employer-sponsored retirement plans, trusts, estates, and charitable organizations, and offers portfolio management on both discretionary and non‑discretionary bases. While it will work with individual investors, the firm’s brochure emphasizes pension and 401(k) plan consulting and plan advisory services as a central part of its practice.

The firm’s investment process favors long-term allocations implemented with mutual funds, ETFs and selected alternatives, guided by written investment policy statements and periodic reviews; it also uses custodial trading tools and, with client consent, automated rebalancing and block trading capabilities. For employer retirement plans the firm assists with IPS preparation, investment lineups and monitoring, and coordinates with a third‑party 3(38) manager and administrator while offering non‑personalized participant education workshops.

Noteworthy distinctions include the firm’s regular quarterly newsletter and occasional educational seminars on niche topics such as cryptocurrency and bond funds, offerings that are uncommon among similar team firms, and its reported limited engagement with both non‑high‑net‑worth and high‑net‑worth individual retail segments. The brochure also discloses a prior lawsuit connected to private loan investments that the firm no longer permits, and describes senior personnel’s separate accounting and insurance activities and referral arrangements as potential conflicts of interest.