Planning
Through Aaron Sevigny’s affiliation with United Planners’ his focus is on creating comprehensive financial plans which allow clients to feel secure and confident in their decisions.
Learn MoreStrategy
Aaron Sevigny works diligently to educate clients about portfolio diversification and investment options, offering tactical advice to deliver the best opportunities for financial success.
Learn MoreManagement
Aaron Sevigny assists in the implementation of clients’ needs for a seamless, active and enjoyable experience in today’s challenging and ever-changing financial environment.
Learn MoreHelping you Navigate Today’s Financial Environment
The grass can be greener with planning and action. Aaron Sevigny, President & CEO of Acadia Wealth Management, LLC, through his affiliation with United Planners’*, seeks to deliver the best opportunities for you to thrive, regardless of market conditions. He customizes your financial plan to meet your needs on your terms. Years of experience in the financial services industry have helped Aaron to understand that individuals face unique challenges as they navigate today’s financial environment. Aaron strives to take the mystery out of preparing for today and tomorrow.
Whether your goal is retirement, reducing tax liabilities, growing your assets or preserving your nest egg, the personalized platforms of service used at Acadia Wealth Management focus on your needs, wants, financial goals and objectives. We can help you and your family address your immediate needs and for many years to come. We look forward to working with you though all stages of your life.
Helpful Content
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
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Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.