Arcadia Financial

Arcadia Financial connects tax services with broader retirement and financial planning for individuals and families. Through its affiliated Arcadia Tax business, clients can obtain tax return preparation and bookkeeping assistance while considering how financial decisions affect their tax position. Its planning team examines retirement account withdrawals, Roth conversions, Social Security income, and required minimum distributions when discussing long-term tax strategies. The approach looks beyond a single filing season, helping clients understand how taxes relate to investments, income needs, and future goals. Accounting support is part of a coordinated service model rather than the firm's only specialty.

Founded by Mike and Jessica Panico, Arcadia uses a three-stage planning process called The Arcadia Way: Declare, Act, and Live. The team also addresses investment management, healthcare costs, and estate and legacy considerations. Clients can arrange a discovery visit to discuss their circumstances and the services that fit their needs. Tax preparation and bookkeeping are provided by Arcadia Tax, LLC, while investment advisory services operate through a separate affiliated entity.