0
Client Reviews
0.25 to 1%
Percentage of Assets (AUM)
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
We work primarily with executives and business owners who also are looking for nuanced tax and estate planning along with our financial planning and investment advice.
Clients who wouldNOTbe a good fit
We don't work with folks who are rude to us or our staff members. Regardless of a relationship size, we focus on working with good, hard-working people.
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
$250,000
Client Specialties
Services Offered
Service Pricing
Percentage of Assets (AUM)
0.25% to 1%
Meeting Options
In person meetings
Video meetings
Phone
Email
About Arcadia Capital
Arcadia Capital provides personalized, strategic guidance to help clients grow, protect, and transfer their wealth with confidence. By integrating comprehensive financial planning with advanced tax and estate strategies, the firm ensures that every aspect of a client’s financial life is optimized. From investment management to retirement planning, and from minimizing tax liabilities to creating lasting legacies, the firm’s holistic approach empowers clients to achieve their financial goals while preserving wealth across generations.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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