Life Planning

At Arcadia Wealth Management we like to think of ourselves not just as your financial advisor or financial planner, but that we are in the business of “life planning.” We specialize in helping people who are experiencing life-changing financial events and transitions. 

In many cases, people don’t often realize they are experiencing a life transition until the burden or excitement of it becomes too difficult to bear without support. When it comes to major life decisions and transitions we are experts in helping you set a course for where you want to be so that where you are doesn’t feel quite so strained. 

Whether anticipated or not, major events can have a profound effect on your life… It can not only affect your current investment plan but change your priorities and long-term goals. Having a trusted partner by your side can make a profound difference.

Staying mindful of your present circumstances and being cognizant of all that must take place in order to secure your future and your existing lifestyle can be overwhelming. Often, we encounter people who, despite having the means necessary to “cope”, simply do not want to make the wrong decision or have the burden of “handling” it all on their own.

Consider the following life transitions as you explore your options for selecting a partner who may have the skills and expertise necessary to help you on your path:

Our role as a fiduciary is to pinpoint your goals and help you develop a path to get there.

We walk our clients through a process of communicating their concerns, their hopes, and their aspirations. It is only then, that we can begin to take a personal eye on the practicalities of accounts and assets. Though very important, they are secondary in our approach to financial life management. The reason for this is that we cannot help a person financially until we know that person well enough to act as their guide.

Arcadia understands the important concept that each type of life transition – whether positive or negative – is different, and that each person reacts differently when confronted by such changes. Underlying our philosophy is patience and empathy – we will take the time to help each client emerge from change better equipped to shape their financial future.

Our first priority is to help clients through this transitional period by providing emotional support and guidance, as making the right long-term decisions during transitions is critical. As the dust settles, our job is to help clients learn from the experience so that they are empowered to meet future financial challenges.

Begin Your Journey

Want to find out how you can get started with our financial advisors in Long Island? 

Our initial discovery meeting is complimentary and  gives us the opportunity to provide information and resources about who we are and what we do, so that you can make an informed decision about who you choose to work with on the future of your wealth.

Our Fiduciary Oath


We believe in placing your best interests first. Therefore, we are proud to commit to the following five fiduciary principles:

This oath is signed by advisors who believe that it is their duty as a fiduciary to put the interests of their clients before their own. This fiduciary oath was established by the Committee for the Fiduciary Standard in 2009.