Acadia Wealth Advice was founded with a desire to establish a boutique offering that truly puts client interests first. Some of the reasons you might choose to partner with us include:
Fixed dollar fees agreed each year – the only revenue received are those from clients directly and any commissions received are rebated in full to clients.
A boutique firm – We are nimble, allowing us to adapt technology and implement the best ideas including those that come from outside our firm, helping us stay at the forefront of the industry.
Experienced – All our advisers are Certified Financial Planner professionals and have extensive experience within the financial services industry, working at both large and small firms.
Disciplined and rigorous investment approach – We work with some of the best minds in the business in constructing disciplined and rigorous investment portfolios, tailored to meeting clients’ specific needs and objectives.
Responsive – we endeavour to respond to your queries within 24 hours.
Not a product provider – we sit on the same side of the table as our clients and simply provide advice which aims to improve our clients situation.
Bespoke – We tailor our advice and recommendations to your specific situation and don’t bombard you with generic material. We only send what’s relevant to you.
Not for everyone – If we feel we can add value to your situation we will let you know. Alternatively, we will happily try to point you in the right direction to another firm who may be better placed to assist.
Adviser owned – The advisers own the firm and will be here for the long term as opposed to many businesses where the advisers are employees. We are committed to the business and look forward to working with our clients to guide them along their wealth journey.