What you can expect from a relationship with Arcadia Wealth Management
What type of fees should I expect to pay?
How is a financial plan created and what does it include?
What kinds of securities do you provide advice for?
Do you charge for an initial meeting?
What should I bring to the initial meeting?
How often do we meet?
Investment management services are ongoing and you may call on us at anytime so that we may help you with your financial needs. Continuous communication helps to keep your financial plan on track. We are available at all times for any special needs or situations.
Will my personal information be kept confidential
Do you have an obligation to act with a client's best interests in mind?
Read our Fiduciary Oath