About Us

D'Arcangelo Financial Advisors, LLC is a private wealth management firm and has an extensive history in working with individuals and their families to create sophisticated retirement and financial plans, and processes that preserve, grow, and transfer assets to the next generation.​

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In 1999, our firm was founded by a team of CPAs who recognized the ever-changing complexities of tax laws and their profound impact on estate and retirement planning. With a shared vision of helping individuals and families navigate these challenges, they built a firm rooted in expertise, integrity, and a commitment to long-term client relationships.

 

From the beginning, our advisors—each bringing extensive personal and professional experience—have been dedicated to simplifying financial decision-making. We understand that managing investments, retirement, and tax strategies can be overwhelming, which is why we prioritize clear, straightforward guidance. Our goal is to help clients assess their financial objectives and take an active role in managing their future with confidence.

 

Over the years, our philosophy has remained the same. Whether our clients are starting their careers, planning for retirement, or navigating life’s transitions, we tailor financial strategies to anticipate their evolving needs. More than two decades later, we continue to provide practical, personalized wealth management solutions—ensuring that every family we serve is financially prepared for what lies ahead.