Arcadia Private Wealth Information

Arcadia Private Wealth is a flat fee, fiduciary, independent registered investment adviser serving individuals and married couples within 10 years of retirement who have $2 million or more saved for retirement. Being a trusted fiduciary means always putting our clients' best interests first. We know from experience that the traditional AUM model often favors the advisor's earnings over client needs. That is why we provide our advisory services for a flat fee, regardless of a client's investment portfolio size. Our flat fee approach is designed to provide clear, fair and client-focused financial advice, setting Arcadia Private Wealth apart in the industry.