David C. Yu

Partner, Arcadia Capital

Wealth Manager

David's Story

David joined the firm in 2017 with more than 30 years of valuable global business experience working in 26 countries for companies such as General Electric, 3M, UPS, and IBM. David evaluates his client’s individual financial situation in an organized, conscientious, deliberate, and disciplined manner to help navigate towards a successful personal financial state. His corporate career taught him to set strict guidelines and follow them.

After his remarkable corporate career, David now specializes in financial and estate planning for multi-generational families. He enjoys the demands of the fast-paced industry because of his detail-oriented approach. He makes it a priority to respond to requests in a timely manner and gives clients his undivided attention.

In 2018 David became the majority partner of Arcadia Capital’s office in Stevensville, MI. David works with clients both in the Ann Arbor area and on the west side of Michigan where he applies a goal-based approach to financial planning and investment management that empowers his clients to have a clear vision of their future. David wants his clients to enjoy life while he handles the financial ramifications.

As a first-generation Chinese American from Taiwan, David and his wife, Elizabeth, live in Saline, Michigan and have three children, Hannah, Benjamin, and Mina. When David is not working, he enjoys traveling to faraway places and quiet downtime. David served on the board of directors of the Saline Area Chamber of Commerce from 2009 to 2012 and still mentors a few small businesses locally. David earned his BBA from St. Edward’s University in Austin, Texas. He also studied in the MBA program from the University of Connecticut.


    Favorite Quote

    Trust has to be earned, and should come only after the passage of time.

    - Arthur Ashe

    © 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.