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Kevin Jonathan Toohey

Arcadia Wealth Management, LLC

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About Kevin Jonathan Toohey

Kevin Toohey is a financial advisor who has been working in the financial industry since 2013. Kevin is a Certified Financial Planner and has experience working with Fidelity Investments and Arcadia Wealth Management, LLC. Kevin is registered with the state of Massachusetts and New Hampshire as a Registered Representative. He is a member of the Financial Planning Association. Kevin focuses on providing financial planning services to individuals, families, and businesses.

Firm Information

Kevin Toohey is currently registered with Arcadia Wealth Management, LLC. Arcadia Wealth Management, LLC is a registered investment advisor based in Manchester, NH. The firm has 9 licensed agents and manages approximately $380.2 million in assets for 2,615 clients. The firm offers financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals. They primarily serve high-net-worth individuals, corporations, and pension and profit-sharing plans.
Arcadia Wealth Management, LLC

155 DOW STREET

MANCHESTER, NH 03101

$380.22M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kevin Toohey’s Registration & Firm History

NH

10/30/2024 - Present

Arcadia Wealth Management, LLC (MANCHESTER NH)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Jonathan Toohey.
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