It’s taken you a lifetime to build and one day you will depend on it for the rest of your life: Your Retirement Nest Egg.
At Arcadia Financial Group we endeavor to help people identify and eliminate the risk and uncertainty that stands between them and their retirement goals. Our planning process will guide you through prudent strategies that can ensure lifetime income and protect your life’s work for both you and your family.
Michael Panico, CFP®
Michael R. Panico, CFP®, CEO of Arcadia Financial Group, LLC, has been helping clients plan for retirement for over 13 years. Mike believes that true retirement planning must go beyond the creation and monitoring of investment portfolios. To achieve true peace of mind a prudent retirement plan must provide and protect the income necessary to sustain your standard of living for the duration of your retirement.
Prior to founding Arcadia Financial Group Mike has served as an advisor with Equity Services, Inc. and Ameriprise Financial.
Mike holds a B.S. in Finance from Babson College and achieved the CERTIFIED FINANCIAL PLANNER™designation in 2008. The CFP® designation is granted only to advisors who have completed a rigorous examination demonstrating their ability to professionally deliver on many traditional planning aspects including: insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning. CFP® professionals are vetted to uphold the highest standards of education, experience and ethics.
Mike is also a member of The Million Dollar Round Table’s Top of the Table, a career milestone.
Mike was born and raised in Dedham, MA but now resides in New Hampshire with his wife and two boys. He holds a resident license for Life, Accident & Health in the state of New Hampshire. Insurance services are also offered in MA, NY and RI.
Investment Advisory Services are offered through Arcadia Wealth Management, LLC, a registered investment adviser. Insurance products and services are offered and sold through Arcadia Financial Group, LLC and individually licensed and appointed insurance agents. Arcadia Financial Group, LLC and Arcadia Wealth Management, LLC are affiliated but separate entities.
Jessica Panico is a managing partner of Arcadia Financial Group, LLC, and has been serving clients for over 12 years.
Prior to joining Arcadia Financial Group Jess had worked in various aspects of the healthcare industry, most recently as a healthcare finance consultant.
Administrative Services Manager
Roxanne Morrison joined Arcadia Financial Group in August of 2015, bringing with her experience from both the corporate and investment worlds. Prior to joining Arcadia Financial Group, Roxanne worked as a Trust Investment Administrator to the Senior Trust Investment Officers at Eastern Bank.
Amanda joined the team in June of 2016 adding her skills and expertise as a tenured paraplanner. She became a Registered Paraplanner from the College for Financial Planning in 2012 and has been practicing her craft ever since. Her role at Arcadia Financial Group includes facilitating new client relationships and orderly executing on new business as well as service transactions.