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Our Family Helping Your Family

We are a multi-generational, fee-only, financial advisor dedicated to helping our clients achieve peace-of-mind and confidence at every stage of life.

Your Financial Journey Starts Here
Financial Advisor

Family

Arcadia Wealth Management is fortunate to include father-daughter team Walter Wisniewski and Allison Vanaski whose shared mission is "Bringing your family into ours to empower you to plan for life's transitions, protect your family and pursue the life you wish to lead."


Meet Our Family

Financial Advisor

Knowledge

 

We pride ourselves on accessibility and providing expert advice in wealth management. Reduce stressful decision making and ease the burden of time consuming administration. Our objective is to set you up for success and keep you on track with your goals.



A Path to Success

Financial Advisor

Legacy

Most of us wish to create and preserve wealth for future generations. We help our clients generate a steady stream of retirement income so that they may prosper and live happily in their golden years. We help you simplify your life while creating a legacy you can pass on those you love.


Create a Legacy

 

Find Clarity at Every Stage of Life

As a Fee-Only Fiduciary we provide Comprehensive Financial Life Planning and sophisticated Investment Management to our clients and their future generations.

The Next Generation of Wealth


CEO Image

A message from the Founder.

"Financial decision making has very little to do with money. It has more to do with emotions and behavior."

Walter Wisniewski, CEO

Finance as an Ensemble

CCO Image

A message from our Senior Financial Planner and VP of Investments

"Financial planning doesn’t have to be complicated or stressful. One or two small changes can lead us down the path to building wealth and creating a prosperous future."

Allison Vanaski, CFP®

Independent

Independent

We offer customized, non-proprietary solutions solely in our clients’ best interests.

Our Fiduciary Oath
Fee-Only

Fee-Only

Unlike many advisors, we never accept sales commissions; instead, we charge a reasonable fee.

Your Client Experience
Wealth Management

Comprehensive

It's more than just investing successfully. We understand the big picture.

Wealth Management with Us
OURBLOG

Resources and Stories for Real People

Our blog offers valuable information on wealth planning and investment management and provides perspectives on how to communicate more effectively and get organized when it comes to finances.

Find Articles

FAQ

Common Questions

We like to provide our website visitors with as much information as possible, so that you can get a true sense of who we are and what you can expect when you walk through our doors for your first meeting. Please review our commonly asked questions, explore the services we provide, read our blogs and articles and connect with us on Social Media. Feel free to contact us with questions and, when you're ready, set up a call or meeting so that we can talk about your values and your goals.

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Did You Know?*

 

Goals

49 percent of investors have not set financial goals

 

Planning

33 percent of people have no financial plan.

 

Wisdom

21 percent of workers don't seem to be contributing enough to their 401(k) accounts to get all the matching funds offered by their employer. That's a shame, since matching funds are free money.

 

Expertise

66 percent of households in America—an estimated 65 million households—will probably fail to realize one or more of their major life goals because they’ve failed to develop a comprehensive financial plan.

*sources
https://media.ally.com/2015-04-06-Ally-Survey-Finds-Only-Half-of-Americans-Set-Financial-Goals-One-Third-are-Not-Saving-Money-for-the-Future
https://www.cnbc.com/2015/04/29/one-third-of-americans-lack-a-future-financial-plan-study.html
https://www.usatoday.com/story/money/personalfinance/retirement/2017/11/03/20-retirement-stats-that-will-blow-you-away/107164028/
https://www.sec.gov/pdf/report99.pdf