We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment advisory services are offered through Arcadia Wealth Management, LLC, a Registered Investment Adviser. Insurance products and services are offered and sold through Arcadia Financial Group, LLC and individually licensed and appointed insurance agents. Bookkeeping and tax preparation services offered through Arcadia Tax, LLC. Arcadia Financial Group, LLC, Arcadia Wealth Management, LLC, and Arcadia Tax, LLC are affiliated but separate entities.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

Arcadia Legal, a subsidiary of Arcadia Financial Group, LLC (“Arcadia”), is a branch of Arcadia that recommends attorneys to clients at the request of said clients to accomplish their various legal-specific needs. Arcadia Legal can offer referrals to licensed attorneys for a variety of legal needs, including estate planning, taxation, corporate and business entities, and any other area of law.

Please note that Arcadia Legal is not a law firm; provides no legal services, advice, or lawyer-specific functions; and seeks only to pair our clients with licensed attorneys who can provide requested legal and lawyer services as appropriate. No lawyer or law firm mandates, encourages, or requires any advertising or solicitation of legal services through Arcadia Legal, and Arcadia Legal has complete and separate judgment from any lawyer, attorney, and/or law firm, and vice versa.

Arcadia Legal is a subsidiary of Arcadia Financial Group, LLC, and is not a lawyer-owned business. Additionally, Arcadia Legal does not provide or receive any referral fees to any law firm or attorney. All lawyers referred to clients are fully licensed attorneys and associated with law firms separate from Arcadia Legal, Arcadia Financial Group, LLC, and/or any related subsidiary thereof. Clients referred to attorneys and lawyers by Arcadia Legal will be required to retain attorneys at their own cost apart from Arcadia, and all fees paid any attorney are the possession of the attorney and/or law firm, with no split given to Arcadia or any subsidiary. While Arcadia Legal seeks to make referrals for clients, all clients have the right to retain their own legal counsel at any time and are under no obligation to use the lawyers referred to clients by Arcadia Legal.

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