Justin
Champlain
Arcadia Wealth Management, LLC
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About this Advisor
Justin Champlain is a certified financial planner operating out of Manchester, New Hampshire with 4 years of industry experience. Champlain is an advisor for Arcadia Wealth Management, LLC. Throughout their career, Champlain has worked at Arcadia Wealth Management, LLC, Arcadia Financial Group, Brown Brother'S Harriman, Goldman Sachs, St. Lawrence University and Greenleaf Pool. Champlain is able to advise clients in Massachusetts and New Hampshire. Arcadia Wealth Management, LLC is a registered investment company that has its headquarters in Manchester, NH. The firm has a total of 19 advisors. It handles $210 million in assets across its 1,706 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 1,706 client accounts, just 4% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The company performs a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial management usually vary depending on the type of financial services offered. However, fees charged by Arcadia Wealth Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Arcadia Wealth Management, LLC Brokerage Details
$209,816,668
19
1,706
$122,987
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Justin Champlain Work History
Justin has been registered as a financial advisor for 4 years.*
Arcadia Wealth Management, LLC
Arcadia Financial Group
Brown Brother'S Harriman
Goldman Sachs
Greenleaf Pool
St. Lawrence University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Justin Champlain to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Arcadia Wealth Management, LLC
Manchester, NH
Manchester, NH
Manchester, NH
Manchester, NH
Manchester, NH
Manchester, NH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
