WEALTH ADVISOR · CHARLOTTESVILLE, VIRGINIA
You’ve worked decades to get to this point. What comes next is a plan that turns all of it into the life you want from here on out.
Years guiding clients through every market
We're paid only by our clients.
Your interest always comes first.
An owner-operated firm.
Your money is held at Fidelity or Schwab.
HOW WE HELP YOU PLAN
The hardest question most people face is whether the money they've saved is really enough, and when they can stop working without worrying about it. Acadia gives you a real answer backed by real math, and a plan for getting there.
A 401(k) from a job you left years ago. An IRA you opened back in your thirties. Accounts at Fidelity or Schwab you haven't touched in a while. We help you see it all together and figure out what comes next.
A plan isn't only about the years ahead of you. It's about what happens to the people in your life if something changes. Acadia helps you think through insurance, estate basics, and the decisions that keep your family steady no matter what comes next.
WHAT WE DO
Ongoing portfolio management built around your goals, your timeline, and the level of risk that makes sense for you. The focus is not just on returns, but on having your investments aligned with the rest of your life.
A plan for how your money supports the life you want, both now and later. We look at where you stand, when work becomes optional, and what needs to happen between here and retirement.
When retirement accounts are spread across former employers, it becomes harder to see the full picture. We help you bring those accounts into focus, understand your options, and make decisions with more clarity.
A broader plan that ties everything together, including retirement, investments, insurance, and the decisions that affect the people who depend on you. It can stand on its own or serve as the foundation for an ongoing relationship.
A specialty area
Retirement is the biggest question most of our clients bring us. You’ve spent decades saving, and what comes next is a plan that turns what you’ve built into steady income, a clear answer on when work becomes optional, and a real picture of the years ahead.
A specialty area
Special needs planning is one of the areas we specialize in. The work covers trusts that protect eligibility for SSI and Medicaid, estate decisions coordinated with those trusts, and long-term care planning that accounts for a lifetime of need. Frank works directly with these families, and he’s completing his CFP certification in November 2026.
Frank with his wife and son
What to Expect
Most people who reach out aren’t sure what they need yet and that’s fine. The first call is a chance to talk through where you are, what’s on your mind, and whether working with Frank makes sense. It runs about 30 minutes, there’s no cost and nothing to prepare.
01
You talk through where you are, what matters to you, and anything you want to sort out. The call is free, and you decide where to go from there.
02
If you decide to move forward, Frank builds a plan around your goals, your accounts, and the decisions ahead of you.
03
You meet regularly with Frank to review progress, adjust as life changes, and stay clear on what comes next.
WHAT OUR CLIENTS SAY
All testimonials are from current clients. No compensation was provided.
The first step is a call. A conversation about your goals and how a plan would take shape. There’s no cost and no obligation.
