Acadia Financial Services, LLC

Overview

Acadia Financial Services, LLC is a small, independent registered investment adviser that focuses on serving individuals and families, including small business owners. The firm operates as a capital allocator: its primary emphasis is on equities—particularly exchange-traded securities—and it supplements core public-market exposure with mutual funds and targeted allocations to commodity-oriented alternatives. Advisory services are centered on financial planning and discretionary portfolio management, with an explicit capability to select and oversee other advisers when clients require access to external managers. The firm charges hourly and fixed fees rather than asset-based fees, a structure that aligns with project-based planning work and smaller ongoing advisory relationships. Acadia is not positioned as an ESG investor and does not list pension consulting or multi-state advisory status on its filings. It also produces periodic client-facing publications and newsletters as part of its client communication and education offering.

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Location & Offices