“My wife, Deb, and I have been retired for several years. During the first five years of our retirement, we worked with a large international financial planning firm. They did a good job, but we always felt something was missing. Their approach seemed generic and somewhat cookie-cutter.
We feel very fortunate to have met Mike. From our very first conversations, it was clear that he runs his firm differently. We've been with Arcadia for several months now, and we couldn't be happier.
Our initial planning meetings with Mike were extremely satisfying. He asked questions that went far beyond finances - questions about our dreams, goals, and what we want out of this stage of life. In five years with our previous advisor, we never had those kinds of conversations. It quickly became apparent that Mike wasn't just interested in the numbers; he genuinely wanted to understand what matters most to us as we navigate this fourth quarter of our lives.
We were still nervous about moving all of our assets, but we soon realized we had nothing to worry about because Mike has assembled an exceptional team.
Rich, in Arcadia's Business Development department, figuratively held our hand through the onboarding process and made us feel comfortable every step of the way. Jonathan, Arcadia's Client Services Director, ensured that all of our assets were transferred quickly and flawlessly. Tim gathered our personal and financial information and seamlessly integrated everything into the Arcadia platform. Mason, from the tax department, was incredibly helpful in addressing any concerns I had about their tax preparation services. And Arcadia's concierge team has been warm, welcoming, and friendly every time we've visited.
Mike paired us with Chris Carter as our financial planner, and that has been another great decision. Chris has already developed a wonderful rapport with both Deb and me. During our very first meeting, we threw him a pretty big curveball by introducing a significant change to our plans. Not only did it not fluster him, but he quickly came back with a revised financial plan specifically designed to help us achieve our dreams. He even presented several alternative scenarios, giving us the flexibility to compare options and make informed decisions. In just a few months, it feels like Chris and the Arcadia team have spent more time personalizing our financial plan than our previous firm did in several years.
Mike and Jessica have built an outstanding team, and Deb and I are already reaping the benefits.
If you're looking for a financial planning firm that truly takes the time to understand YOU - not just your finances - I highly recommend Arcadia. If you'd like a personal reference, ask Mike for my number. I'd be happy to give you the straight scoop.”
Financial Advising
Financial Advising
“My wife, Deb, and I have been retired for several years. During the first five years of our retirement, we worked with a large international financial planning firm. They did a good job, but we always felt something was missing. Their approach seemed generic and somewhat cookie-cutter.
We feel very fortunate to have met Mike. From our very first conversations, it was clear that he runs his firm differently. We've been with Arcadia for several months now, and we couldn't be happier.
Our initial planning meetings with Mike were extremely satisfying. He asked questions that went far beyond finances - questions about our dreams, goals, and what we want out of this stage of life. In five years with our previous advisor, we never had those kinds of conversations. It quickly became apparent that Mike wasn't just interested in the numbers; he genuinely wanted to understand what matters most to us as we navigate this fourth quarter of our lives.
We were still nervous about moving all of our assets, but we soon realized we had nothing to worry about because Mike has assembled an exceptional team.
Rich, in Arcadia's Business Development department, figuratively held our hand through the onboarding process and made us feel comfortable every step of the way. Jonathan, Arcadia's Client Services Director, ensured that all of our assets were transferred quickly and flawlessly. Tim gathered our personal and financial information and seamlessly integrated everything into the Arcadia platform. Mason, from the tax department, was incredibly helpful in addressing any concerns I had about their tax preparation services. And Arcadia's concierge team has been warm, welcoming, and friendly every time we've visited.
Mike paired us with Chris Carter as our financial planner, and that has been another great decision. Chris has already developed a wonderful rapport with both Deb and me. During our very first meeting, we threw him a pretty big curveball by introducing a significant change to our plans. Not only did it not fluster him, but he quickly came back with a revised financial plan specifically designed to help us achieve our dreams. He even presented several alternative scenarios, giving us the flexibility to compare options and make informed decisions. In just a few months, it feels like Chris and the Arcadia team have spent more time personalizing our financial plan than our previous firm did in several years.
Mike and Jessica have built an outstanding team, and Deb and I are already reaping the benefits.
If you're looking for a financial planning firm that truly takes the time to understand YOU - not just your finances - I highly recommend Arcadia. If you'd like a personal reference, ask Mike for my number. I'd be happy to give you the straight scoop.”