Arcadia is not a good choice to manage your money, they made a lot of errors. A few examples are…read moreincorrectly executing our back door Roth accounts and another employee calling me to tell me he has hours of work ahead of him to fix it and that person owes him lunch for a week. Most months I would have to email them to invest my automatic investment, it would just sit in a cash account. The last straw happened when I decided to purchase 35k worth of an artificial intelligence ETF mid-July. During the following two weeks it took a large hit. I decided to stop looking but the last time I had looked, once again, my regular automatic investment into a more conservative ETF was sitting in cash, so I emailed them asking to invest it, and deleted the Fidelity app. A week later, on August 7th 2024, my wife who almost never looks at our accounts decided to look and asked me why they sold out full position in the Artificial Intelligence ETF. I bought at the top of the market for a giant loss as well as our full position in a very long term hold of a vanguard technology ETF with significant long-term gains triggering a taxable event and put all of it into a conservative ETF a couple days prior without my knowledge or consent.  I called and emailed the owner and only heard back when my email said "I'm leaving the company". Mike, the CEO told me it was all bad luck and I must have walked under a ladder. I requested an in-person meeting, he told me he can do that after the summer with his family at his Cape Cod home and that will have to be sometime in September.  If you are looking for a hands-off experience or have little knowledge about investing I would steer clear of Arcadia Financial because you will not catch all of their errors they will consistently make , which will be detrimental to your goals. If you are like me, who have a working knowledge of investments, and think hiring someone may help you stay the course, you'll be managing the portfolio yourself anyways by telling them to fix all the mistakes they make. Quite frankly, I don't know who would be a good candidate to work Arcadia Financial. No skin off their back though. Part of my conversation with Mike when he was summering at his beach house, was to tell me he has enough portfolios where he can just coast from this point if he chooses. If you are on the fence about allowing them to manage your money, I encourage you to check out past employee reviews. Common examples include not being payed correctly, bad moral, and no leadership.

Great long term family advice! Advocates for a financially responsible lifestyle! Apple picking…read moreevent is a must attend!

When they took over from DTB Tax (who were great!), they sent us a form so we would authorize them…read moreto send our tax prep information out of the country. What!?! No. Do NOT use this company. Run. Run while you still can. (Yelp shows my location as CA.... I am in Windham NH)

Even their website staff pictures are fake. AI generated. This "company" is using their customers…read moreas guinea pigs for an AI program. Your info is sent to unqualified people in other countries to process American taxes. Management is a joke and only a small handful of employees care about the customers.