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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.

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Strategy

Aaron Sevigny works diligently to educate clients about portfolio diversification and investment options, offering tactical advice to deliver the best opportunities for financial success.

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Management

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.

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Helping 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

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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.

The Great Debate Continues: Active vs. Passive

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Rebalancing Your Portfolio

Rebalancing Your Portfolio

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

 

A Cheat Sheet for Sending Your Kid to College

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When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

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Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Prescription Drug Benefits Under Medicare (Part D)

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

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Saving for College

This calculator can help you estimate how much you should be saving for college.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Surprises

Making the most of surprises is a great reason to work with us.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

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