Anyone who is not currently a client or has not previously had a relationship or account with Arcadia. If you have adult children, siblings or extended family residing with you, they are considered valid referrals.

1. We will contact your referral on the phone number you provided. Within this call we will answer any questions they may have plus tell them a little about our firm.  We will then decide if your referral would like to scheduled a Discovery Visit.
2. Referral information is collected with consent and handled securely in compliance with SEC Regulation S-P and applicable privacy laws.
3. By submitting your referral’s information, you are giving permission to contact the referral.
4. All contact data will be securely stored and protected against unauthorized access, per our privacy policy.
5. Referral’s name and contact details may be used for marketing follow up purposes.

Once your referral becomes an Arcadia client and signs the Arcadia advisory agreement. Shortly thereafter you will receive a Snappy Gifting email with your gift options enclosed. Gifts provided through the Snappy Gifting platform are a token of appreciation and are contingent upon the referred individual becoming an Arcadia Wealth Management client and signing an advisory agreement. These gifts do not affect advisory fees or services provided to either party.

While there is no limit on referral submissions, the maximum lifetime total reward is $1,000 per submitter.