Strategic Alliances
In order to keep focused on our areas of specialization, we have developed a network of highly specialized professionals who we believe are able to provide the advanced services that our clients require.
independent
We offer customized, non-proprietary solutions solely in our clients’ best interests.
Fee-Only
Unlike many advisors, we never accept sales commissions; instead, we charge a reasonable fee.
Comprehensive
It's more than just investing successfully. We understand the big picture.
If clients have existing relationships with professionals in these or other areas, these trusted advisors are included as directed by the client in the upfront profiling process. Arcadia remains at the core of this network, charged with defining clients’ goals and key challenges and assuring that all of the pieces work smoothly together.
As relationships build, if clients desire recommendations of professionals in other areas – such as credit or mortgages for example – Arcadia will try its best to assist clients in their search.
When Arcadia takes the responsibility of recommending others to its clients, it does its utmost to assure the quality of these services. Directing the overall relationship and remaining intimately involved helps remove uncertainty.
Our Network of Professionals includes:
- Certified Public Accountants (CPAs)
- Insurance Specialists
- Tax/Estate Attorneys
Begin Your Journey
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.
