Personal financial planning

More thought behind your life ahead.

Your advisor gets to know the life behind your finances, then brings the right tools and careful preparation to the conversation. Together, you consider how today’s choices can shape your financial future.

Make your next step clearer with a 30-minute intro call.

Share a few details to help us match you with an advisor.

A conversation about your priorities, our approach and whether working together makes sense.

How it works

Today’s financial decisions put tomorrow in view.

Your advisor gets to know the life behind your finances, then brings the right tools and careful preparation to the conversation. Together, you consider how today’s choices can support the years ahead.

01

Talk

Start with what matters

Start with a 30-minute intro call. If we’re a fit, we’ll take a closer look at your finances, priorities and plans.

02

Plan

Build around your life

Your advisor connects your financial picture and explains recommendations shaped around the people and plans that matter to you.

03

Live

Know what happens next

Put the agreed plan into practice with your advisor, and revisit as your circumstances and priorities change.

Personal financial planning

More thought behind your life ahead.

Your advisor gets to know the life behind your finances, then brings the right tools and careful preparation to the conversation. Together, you consider how today’s choices can shape your financial future.

Make your next step clearer with a 30-minute intro call.

Share a few details to help us match you with an advisor.

A conversation about your priorities, our approach and whether working together makes sense.

How it works

Today’s financial decisions put tomorrow in view.

Your advisor gets to know the life behind your finances, then brings the right tools and careful preparation to the conversation. Together, you consider how today’s choices can support the years ahead.

01

Talk

Start with what matters

Start with a 30-minute intro call. If we’re a fit, we’ll take a closer look at your finances, priorities and plans.

02

Plan

Build around your life

Your advisor connects your financial picture and explains recommendations shaped around the people and plans that matter to you.

03

Live

Know what happens next

Put the agreed plan into practice with your advisor, and revisit as your circumstances and priorities change.

Personal financial planning

More thought behind your life ahead.

Your advisor gets to know the life behind your finances, then brings the right tools and careful preparation to the conversation. Together, you consider how today’s choices can shape your financial future.

Make your next step clearer with a 30-minute intro call.

Share a few details to help us match you with an advisor.

A conversation about your priorities, our approach and whether working together makes sense.

How it works

Today’s financial decisions put tomorrow in view.

Your advisor gets to know the life behind your finances, then brings the right tools and careful preparation to the conversation. Together, you consider how today’s choices can support the years ahead.

01

Talk

Start with what matters

Start with a 30-minute intro call. If we’re a fit, we’ll take a closer look at your finances, priorities and plans.

02

Plan

Build around your life

Your advisor connects your financial picture and explains recommendations shaped around the people and plans that matter to you.

03

Live

Know what happens next

Put the agreed plan into practice with your advisor, and revisit as your circumstances and priorities change.

Personal financial planning

More thought behind your life ahead.

Your advisor gets to know the life behind your finances, then brings the right tools and careful preparation to the conversation. Together, you consider how today’s choices can shape your financial future.

Make your next step clearer with a 30-minute intro call.

Share a few details to help us match you with an advisor.

A conversation about your priorities, our approach and whether working together makes sense.

How it works

Today’s financial decisions put tomorrow in view.

Your advisor gets to know the life behind your finances, then brings the right tools and careful preparation to the conversation. Together, you consider how today’s choices can support the years ahead.

01

Talk

Start with what matters

Start with a 30-minute intro call. If we’re a fit, we’ll take a closer look at your finances, priorities and plans.

02

Plan

Build around your life

Your advisor connects your financial picture and explains recommendations shaped around the people and plans that matter to you.

03

Live

Know what happens next

Put the agreed plan into practice with your advisor, and revisit as your circumstances and priorities change.

Personal financial planning

More thought behind your life ahead.

Your advisor gets to know the life behind your finances, then brings the right tools and careful preparation to the conversation. Together, you consider how today’s choices can shape your financial future.

Make your next step clearer with a 30-minute intro call.

Share a few details to help us match you with an advisor.

A conversation about your priorities, our approach and whether working together makes sense.

How it works

Today’s financial decisions put tomorrow in view.

Your advisor gets to know the life behind your finances, then brings the right tools and careful preparation to the conversation. Together, you consider how today’s choices can support the years ahead.

01

Talk

Start with what matters

Start with a 30-minute intro call. If we’re a fit, we’ll take a closer look at your finances, priorities and plans.

02

Plan

Build around your life

Your advisor connects your financial picture and explains recommendations shaped around the people and plans that matter to you.

03

Live

Know what happens next

Put the agreed plan into practice with your advisor, and revisit as your circumstances and priorities change.

“Arca has been a delightful and low-pressure partner: always responsive, creative, and genuinely client-oriented. They’ve delivered real results and helped us navigate life’s financial transitions with ease, which is why we’re excited to keep growing this partnership.”

— Leader at Anthropic

“Arca has delivered exceptional services and I’ve been pleased with the results. This has been accomplished by combining deep professionalism with a unique approach to navigating complex stock options and ESPP management which requires a high level of expertise.”

— Sales executive

“Working with Paul has been a great experience—he listens, understands my goals, and creates a financial plan that fits my needs. His professionalism and guidance have given me real confidence and peace of mind in planning for my family’s future.”

— Business owner

“Arca has been a delightful and low-pressure partner: always responsive, creative, and genuinely client-oriented. They’ve delivered real results and helped us navigate life’s financial transitions with ease, which is why we’re excited to keep growing this partnership.”

— Leader at Anthropic

“Arca has delivered exceptional services and I’ve been pleased with the results. This has been accomplished by combining deep professionalism with a unique approach to navigating complex stock options and ESPP management which requires a high level of expertise.”

— Sales executive

“Working with Paul has been a great experience—he listens, understands my goals, and creates a financial plan that fits my needs. His professionalism and guidance have given me real confidence and peace of mind in planning for my family’s future.”

— Business owner

Questions before we talk?

Who is Arca for?

People who want a personal advisor to help them prepare for important financial decisions, including retirement, equity compensation, a business sale or changes in family life.

Arca is a return to what wealth management was always supposed to be. Not a portfolio reviewed once a year, but an advisor who strives to understand your entire financial ecosystem: what you’ve built, what you’re working toward, and what your wealth is meant to make possible. It’s the difference between being managed and being truly known, and the freedom that comes when the weight of it all is no longer yours to carry alone.

Yes. Every Arca advisor is a fiduciary, legally and ethically bound to act in your best interest, always. As fiduciaries we will always recommend products that suit you best, so your plan is shaped by your goals alone, not by what pays us.

Arca's minimum is typically around $500,000 in investable assets, though it's a guideline more than a hard line. If you're not quite there today, it's still worth a conversation. What matters more is fit: your stage of life, what you need from an advisor now, and where you're headed.

Arca is a fee-only advisor, so what you pay is transparent and our incentives stay aligned with yours. For most clients, fees are based on a percentage of the assets we manage, subject to a minimum discussed annual fee. For more complex situations, we may instead work under a flat-fee arrangement that reflects the scope involved. Either way, you'll know exactly what it costs before deciding to work with us.

Questions before we talk?

Who is Arca for?

People who want a personal advisor to help them prepare for important financial decisions, including retirement, equity compensation, a business sale or changes in family life.

Arca is a return to what wealth management was always supposed to be. Not a portfolio reviewed once a year, but an advisor who strives to understand your entire financial ecosystem: what you’ve built, what you’re working toward, and what your wealth is meant to make possible. It’s the difference between being managed and being truly known, and the freedom that comes when the weight of it all is no longer yours to carry alone.

Yes. Every Arca advisor is a fiduciary, legally and ethically bound to act in your best interest, always. As fiduciaries we will always recommend products that suit you best, so your plan is shaped by your goals alone, not by what pays us.

Arca's minimum is typically around $500,000 in investable assets, though it's a guideline more than a hard line. If you're not quite there today, it's still worth a conversation. What matters more is fit: your stage of life, what you need from an advisor now, and where you're headed.

Arca is a fee-only advisor, so what you pay is transparent and our incentives stay aligned with yours. For most clients, fees are based on a percentage of the assets we manage, subject to a minimum discussed annual fee. For more complex situations, we may instead work under a flat-fee arrangement that reflects the scope involved. Either way, you'll know exactly what it costs before deciding to work with us.

Questions before we talk?

Who is Arca for?

People who want a personal advisor to help them prepare for important financial decisions, including retirement, equity compensation, a business sale or changes in family life.

Arca is a return to what wealth management was always supposed to be. Not a portfolio reviewed once a year, but an advisor who strives to understand your entire financial ecosystem: what you’ve built, what you’re working toward, and what your wealth is meant to make possible. It’s the difference between being managed and being truly known, and the freedom that comes when the weight of it all is no longer yours to carry alone.

Yes. Every Arca advisor is a fiduciary, legally and ethically bound to act in your best interest, always. As fiduciaries we will always recommend products that suit you best, so your plan is shaped by your goals alone, not by what pays us.

Arca's minimum is typically around $500,000 in investable assets, though it's a guideline more than a hard line. If you're not quite there today, it's still worth a conversation. What matters more is fit: your stage of life, what you need from an advisor now, and where you're headed.

Arca is a fee-only advisor, so what you pay is transparent and our incentives stay aligned with yours. For most clients, fees are based on a percentage of the assets we manage, subject to a minimum discussed annual fee. For more complex situations, we may instead work under a flat-fee arrangement that reflects the scope involved. Either way, you'll know exactly what it costs before deciding to work with us.

America’s Top Financial Advisor Firms

2026

Best Financial Advisory Firms

2026

Best-In-State Wealth Advisor

2026

Recognition earned by Arca’s founding RIAs. Full disclosures below.

America’s Top Financial Advisor Firms

2026

Best Financial Advisory Firms

2026

Best-In-State Wealth Advisor

2026

Recognition earned by Arca’s founding RIAs. Full disclosures below.

America’s Top Financial Advisor Firms

2026

Best Financial Advisory Firms

2026

Best-In-State Wealth Advisor

2026

Recognition earned by Arca’s founding RIAs. Full disclosures below.

Start with a clearer picture of what’s next.

Start with a clearer picture of what’s next.

・

888-610-8881

© ArcA 2026 ・ CRD # 174765

Forward-thinking RIA firms and advisors who share our vision.
Reach out to partnerships@arcawealth.com

Sign up for Our Newsletter

From our advisors, to your inbox.

6903 Rockledge Dr #300

Bethesda, MD 20817

60 Madison Ave, Fl 10

New York, NY 10010

22 Deer St #200

Portsmouth, NH 03801

Arca Wealth, LLC (“Arca Wealth”) is a registered investment adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. This website is provided for informational purposes only and does not constitute investment advice, a solicitation, or an offer to buy or sell any security or investment product. Past performance is not indicative of future results. Investing involves risk, including the possible loss of principal.

The information on this website is not intended as legal, tax, or accounting advice. Arca Wealth recommends that prospective and current clients consult their own legal, tax, and accounting advisers before making any financial decisions.

Any reference to a specific security, investment strategy, or product does not constitute a recommendation to buy, sell, or hold that security or pursue that strategy. Arca Wealth’s Form ADV Part 2A brochure, which describes our advisory services, fees, and material conflicts of interest, is available at https://www.arcawealth.com/ or upon request by contacting us at 888-610-8881.

Additional information about Arca Wealth is available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.

・

888-610-8881

© ArcA 2026 ・ CRD # 174765

Forward-thinking RIA firms and advisors who share our vision.
Reach out to partnerships@arcawealth.com

Sign up for Our Newsletter

From our advisors, to your inbox.

6903 Rockledge Dr #300

Bethesda, MD 20817

60 Madison Ave, Fl 10

New York, NY 10010

22 Deer St #200

Portsmouth, NH 03801

Arca Wealth, LLC (“Arca Wealth”) is a registered investment adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. This website is provided for informational purposes only and does not constitute investment advice, a solicitation, or an offer to buy or sell any security or investment product. Past performance is not indicative of future results. Investing involves risk, including the possible loss of principal.

The information on this website is not intended as legal, tax, or accounting advice. Arca Wealth recommends that prospective and current clients consult their own legal, tax, and accounting advisers before making any financial decisions.

Any reference to a specific security, investment strategy, or product does not constitute a recommendation to buy, sell, or hold that security or pursue that strategy. Arca Wealth’s Form ADV Part 2A brochure, which describes our advisory services, fees, and material conflicts of interest, is available at https://www.arcawealth.com/ or upon request by contacting us at 888-610-8881.

Additional information about Arca Wealth is available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.

© ArcA 2026 ・ CRD # 174765

Forward-thinking RIA firms and advisors who share our vision.

Reach out to partnerships@arcawealth.com

Sign up for Our Newsletter

From our advisors, to your inbox.

6903 Rockledge Dr #300

Bethesda, MD 20817

60 Madison Ave, Fl 10

New York, NY 10010

22 Deer St #200

Portsmouth, NH 03801

Arca Wealth, LLC (“Arca Wealth”) is a registered investment adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. This website is provided for informational purposes only and does not constitute investment advice, a solicitation, or an offer to buy or sell any security or investment product. Past performance is not indicative of future results. Investing involves risk, including the possible loss of principal.

The information on this website is not intended as legal, tax, or accounting advice. Arca Wealth recommends that prospective and current clients consult their own legal, tax, and accounting advisers before making any financial decisions.

Any reference to a specific security, investment strategy, or product does not constitute a recommendation to buy, sell, or hold that security or pursue that strategy. Arca Wealth’s Form ADV Part 2A brochure, which describes our advisory services, fees, and material conflicts of interest, is available at https://www.arcawealth.com/ or upon request by contacting us at 888-610-8881.

Additional information about Arca Wealth is available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.

© ArcA 2026 ・ CRD # 174765

Forward-thinking RIA firms and advisors who share our vision.

Reach out to partnerships@arcawealth.com

Sign up for Our Newsletter

From our advisors, to your inbox.

6903 Rockledge Dr #300

Bethesda, MD 20817

60 Madison Ave, Fl 10

New York, NY 10010

22 Deer St #200

Portsmouth, NH 03801

Arca Wealth, LLC (“Arca Wealth”) is a registered investment adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. This website is provided for informational purposes only and does not constitute investment advice, a solicitation, or an offer to buy or sell any security or investment product. Past performance is not indicative of future results. Investing involves risk, including the possible loss of principal.

The information on this website is not intended as legal, tax, or accounting advice. Arca Wealth recommends that prospective and current clients consult their own legal, tax, and accounting advisers before making any financial decisions.

Any reference to a specific security, investment strategy, or product does not constitute a recommendation to buy, sell, or hold that security or pursue that strategy. Arca Wealth’s Form ADV Part 2A brochure, which describes our advisory services, fees, and material conflicts of interest, is available at https://www.arcawealth.com/ or upon request by contacting us at 888-610-8881.

Additional information about Arca Wealth is available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.

・

888-610-8881

© ArcA 2026 ・ CRD # 174765

Forward-thinking RIA firms and advisors who share our vision:
Reach out to partnerships@arcawealth.com

Sign up for Our Newsletter

From our advisors, to your inbox.

6903 Rockledge Dr #300

Bethesda, MD 20817

60 Madison Ave, Fl 10

New York, NY 10010

22 Deer St #200

Portsmouth, NH 03801

Arca Wealth, LLC (“Arca Wealth”) is a registered investment adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. This website is provided for informational purposes only and does not constitute investment advice, a solicitation, or an offer to buy or sell any security or investment product. Past performance is not indicative of future results. Investing involves risk, including the possible loss of principal.

The information on this website is not intended as legal, tax, or accounting advice. Arca Wealth recommends that prospective and current clients consult their own legal, tax, and accounting advisers before making any financial decisions.

Any reference to a specific security, investment strategy, or product does not constitute a recommendation to buy, sell, or hold that security or pursue that strategy. Arca Wealth’s Form ADV Part 2A brochure, which describes our advisory services, fees, and material conflicts of interest, is available at https://www.arcawealth.com/ or upon request by contacting us at 888-610-8881.

Additional information about Arca Wealth is available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.