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Our Services

Cash Solutions

Investment Management

Financial Planning

Estate Planning

Tax Strategy

401(k) Analysis

Identity Theft Prevention

Student Debt Analysis

Mortgage Analysis

Life Insurance/Long-Term Care

Divorce Planning

Banking Solutions*

*Raymond James Financial Services, Inc. does not provide advice on mortgages. You will be referred to a qualified Raymond James Bank employee for your banking and residential mortgage lending needs.

Being Boutique by Design means we have purposefully created a practice retaining a personal approach while possessing the resources of a large firm. We find that by offering guidance in the services below, in addition to offering knowledge and experience in other areas, we add the most value for clients that have a minimum portfolio of $5,000,000. However, we take into consideration other factors and reserve the right to work with clients who may benefit from additional resources and areas of expertise in which we are able to offer advisory services and guidance in addition to our traditional financial planning services.

Cash Solutions

Charitable Giving & Foundations

Sale of Business

Trust Services

© 2024 Securities offered through Raymond James Financial Services, Inc., member FINRA/ SIPC | Legal Disclosures | Privacy, Security & Account Protection | Terms of Use
Ann Arbor | Saline
Address: 123 N. Ann Arbor St. Saline, MI 48176 Phone: 734.429.3971
St. Joseph | Stevensville
Address: 5813 Red Arrow Hwy. Stevensville, MI 49127 Phone: 269.556.0768
Holland | Grand Rapids
Address: 510 W. 17th St. Holland, MI 49423 Phone: 616.251.1025
Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Arcadia Capital is not a registered broker/dealer and is independent of Raymond James Financial Services.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.