Broker Check

Custom designs for your financial future.

A WEALTH ARCHITECT:

// Designs retirement strategies crafted to generate inflation-adjusted income, seek growth and reduce risk;

// Develops plans for clients that cover the financial issues families can face, including planning for crises and wealth transfers; and

// Coordinates the work of the professionals — accountants, estate planning attorneys, insurance specialists and others — who contribute to the execution of clients’ customized plans.

Since 1990, the Wealth Architects at Accardi Financial Group have been designing, developing and coordinating long-term investment strategies that help our clients realize their vision of a fulfilling retirement. As an independent, family-owned firm, we have the freedom to build diversified portfolios that don’t necessarily rely on branded products — so the recommendations we make are unbiased and chosen entirely to fit our clients’ unique needs and goals. Most important, we take time to explain our strategy clearly, opening an ongoing dialogue that deepens over the years.

Helpful Content

Keeping Good Records is Good Business

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Financial Aid for Students 101

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.