Arcadia financial partners
Conflict-free, fee-only, hourly and flat fee financial planning and investment advice
4.2
Fee-only financial planning and investment advice with fiduciary duty.
About
Arcadia Financial Partners, LLC is a fiduciary firm specializing in conflict-free, fee-only financial planning and investment advice. They serve a diverse clientele including widows, first responders, military personnel (with reduced hourly fees), individuals and families, and children with special needs.
The firm emphasizes education, personalized planning, and support through complex financial and legal systems.
Services
Widows and Survivors
Helps clients sort through paperwork and make informed financial decisions after the death of a loved one, including assistance for military survivors entitled to free financial planning services.
Divorce Financial Planning
Provides financial planning before, during, and after divorce, including understanding financial impact, serving as settlement facilitator, and engaging the right team of professionals.
Individuals and Families
Tailored financial planning to align choices with long-term goals, offering ongoing relationships or one-time second opinions on existing plans.
First Responders
Educational workshops and individual financial counseling specifically for fire service members, focusing on financial stability and legacy planning.
Credentials & Certifications
Reviews
