Arseneau Financial is a financial advisory firm led by a Certified Financial Planner™ with nearly 30 years of experience. The firm offers three-tiered financial planning programs—Ignite, Empower, and Resonate—to cater to various financial needs, from basic management to advanced wealth strategies. Servi
ces include personalized financial planning, investment management, tax and estate planning, and educational resources through digital courses.
Three-tiered financial planning programs
Fiduciary commitment
Certified Financial Planner™ leadership
Educational resources via digital courses
Services
Ignite
Essential financial management tools, direct advisor access, and monthly insider news with no minimum assets or fees required.
Financial BootcampGoal tracking via mobile app or browserRoth IRA and brokerage account setupHigh Yield Savings with no feesQuarterly Newsletter with actionable insights
Empower
Visual planning, annual meetings, monthly coaching, and more—tailored to guide you towards your financial goals.
Custom One-Page PlanQuarterly Scorecard Progress ReportsMonthly Group Coaching CallsFinancial Health Tracking via mobile app or browser
Resonate
Advanced tax, retirement, and estate planning for seasoned investors and retirees, with comprehensive tools and personalized coaching.
Advanced Tax and Estate PlanningCustomized PortfoliosPersonalized Financial CoachingDetailed 'What-If' ScenariosFull Financial Dashboard with Secure Digital Vault
Credentials & Certifications
CFP® (Certified Financial Planner™)
Since 2000s
Degree in Accounting
Since 1990s
Multiple industry certifications
Since 2000s
Frequently Asked Questions
Is Arseneau Financial a fiduciary? +
Yes. Our founder and lead financial planner is a licensed CFP® (CERTIFIED FINANCIAL PLANNER™) professional which means we have a commitment to act in the best interest of our clients at all times when providing financial advice and financial planning.
How are you paid? +
Our investment and financial planning fees are paid directly from investment accounts you bring for management by Arseneau Financial. Full fee schedules are provided prior to engagement. Flat FEE ONLY engagements are considered upon request.
What does it look like to work with Arseneau Financial? +
The first step is choosing your initial planning journey. Each journey offers a unique experience depending on the level of professional engagement you desire. Each path includes access to a licensed CFP® (CERTIFIED FINANCIAL PLANNER™) complemented with a digital Wealth Dashboard, training and education to align your money with What Matters Most.
