Arcadia Capital
Our experienced team offers clear, strategic guidance that helps clients grow and protect their wealth with confidence.
Arcadia Capital · Saline, Michigan
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About
Arcadia Capital provides personalized, strategic guidance to help clients grow, protect, and transfer their wealth with confidence. By integrating comprehensive financial planning with advanced tax and estate strategies, the firm ensures that every aspect of a client’s financial life is optimized. From investment management to retirement planning, and from minimizing tax liabilities to creating lasting legacies, the firm’s holistic approach empowers clients to achieve their financial goals while preserving wealth across generations.
Who they serve
- High earners
- Executives
- Founders
- Multi-generational families
- Retirees
- Pre-retirees
Services
- 401(k) & IRA Management
- Exit Planning
- Family Wealth Transfer
- Financial Planning
- Retirement Planning
- Tax Strategy
- Investment Management
Structured record
| Name | Arcadia Capital |
|---|---|
| Firm | Arcadia Capital |
| Location | Saline, Michigan |
| Fee model | Percentage of Assets (AUM) |
| AUM | $1B - $5B |
| Founded | 1987 |
| Firm size | 6 - 20 employees |
| Affiliation | Hybrid RIA/Broker-Dealer |
| Credentials | CFP |
| Investment approach | Blend of both |
| Website | https://www.investarcadia.com/ |
| /companyvestarcadia |
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Specialties
- Small business owners
- Retirement planning
- Family wealth transfer