ARCADIA FINANCIAL PARTNERS, LLC

Overview

Arcadia Financial Partners, LLC is a small, independent registered investment adviser that serves individual and family clients with a planning-first approach. The firm positions itself as a capital allocator and focuses on financial planning and selecting third-party advisers for clients rather than running a large proprietary product platform. Its fee model includes hourly and fixed-fee arrangements plus other non-asset-based billing, which aligns with advisory work centered on planning, advice and referral/selection services rather than purely AUM-driven portfolio management. The firm is not an active ESG investor and does not report multi-state adviser registration, suggesting a geographically concentrated client base and compliance footprint. Given the stated advisory activities, Arcadia Financial Partners emphasizes personalized planning and connecting clients to specialists or external managers when specific execution or niche strategies are needed.

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Location & Offices