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      • LINDSEY HANSEN, CFP®, CPWA®
      • THOMAS UDOVICH, CFP®
      • FRANK HUJSA, CFP®, CLU®, CEPA®
      • DAWNA M. DUCLAU, FPQP®
      • STEPHANIE MEULENBERG
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acadiumfinancial@acadiumfinancial.com

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CLIENT LOGIN
  • HOME
  • ABOUT
    • THE ACADIUM APPROACH
    • MEET THE TEAM
      • LINDSEY HANSEN, CFP®, CPWA®
      • THOMAS UDOVICH, CFP®
      • FRANK HUJSA, CFP®, CLU®, CEPA®
      • DAWNA M. DUCLAU, FPQP®
      • STEPHANIE MEULENBERG
    • WHY WORK WITH A CFP
    • ABOUT RAYMOND JAMES
  • PURPOSE
  • RESOURCES
  • CONNECT

Check This List – Twice – Before Year-End

October 12, 2020

Proactive investors know that the months before year-end are an ideal time to make any final tax-saving moves. While keeping in mind your […]

Check This List – Twice – Before Year-End View More »

Trim Your Future Tax Bill by Thinking Ahead

October 7, 2020

Don’t procrastinate when it comes to prepping for tax season. The tax code can be a labyrinth to navigate. Nevertheless, taking action now –

Trim Your Future Tax Bill by Thinking Ahead View More »

As Clear As…Oil?

October 2, 2020

Along with unbelievable unemployment numbers and economic data and an incomprehensibly huge price tag for government stimulus so far, crude oil prices that

As Clear As…Oil? View More »

A Neutral Position

October 2, 2020

As November 3rd draws nearer, the election looms larger in the minds of all investors. Recently, one of my clients and a friend

A Neutral Position View More »

Investing and the 2020 Presidential Election

October 2, 2020

The 2020 Presidential election is heading towards us quickly, and concerns about the pandemic and the economy mean that the election probably has

Investing and the 2020 Presidential Election View More »

CARES Act Updates: Relief from RMD

October 2, 2020

Who doesn’t love saving money on taxes? Acadium has been staying on top of all the recent changes and once again would like

CARES Act Updates: Relief from RMD View More »

Giving: How To Do The Most Good Without Disrupting Your Financial Plan

October 2, 2020

Many studies have shown that charitable giving provides greater happiness than buying more stuff. Eventually, you get used to your fancy new car

Giving: How To Do The Most Good Without Disrupting Your Financial Plan View More »

COVID-19 and the Ongoing Race for a Vaccine

October 1, 2020

Though the fatality rate has declined, “we will likely continue to see surges in cases … until we reach herd immunity through infection

COVID-19 and the Ongoing Race for a Vaccine View More »

Evaluating a Nonprofit? Ask Some Common For-Profit Questions

September 25, 2020

These tried-and-true business practices could influence your charitable giving decisions. People are motivated to give for a variety of reasons, ranging from a

Evaluating a Nonprofit? Ask Some Common For-Profit Questions View More »

Give Wisely to Maximize Your Charitable Impact

September 22, 2020

Contribute to the causes you care about with strategies that match your intentions. Two studies conducted at the University of Chicago and Northwestern

Give Wisely to Maximize Your Charitable Impact View More »

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Recent Posts

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BONITA SPRINGS

27499 Riverview Ctr Blvd, Suite 108
Bonita Springs, FL 34134
239.451.1620

MAPS AND DIRECTIONS

PALM BEACH GARDENS

3601 PGA Blvd, Suite 301
Palm Beach Gardens, FL 33410
239.451.1620

MAPS AND DIRECTIONS

STUART

850 NW Federal Hwy Suite 160
Stuart FL 34994
772.262.5588

MAPS AND DIRECTIONS

Raymond James financial advisers may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Acadium Financial Partners is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Acadium Financial is not a registered broker/dealer and is independent of Raymond James Financial Services. Any opinions are those of Frank Hujsa, Thomas Udovich, or Acadium Financial Partners and not necessarily those of Raymond James. The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Past performances may not be indicative of future results. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected. 529 plans come with fees and expenses, and there is a risk they may lose money or underperform. Most states offer their own 529 programs, which may provide benefits exclusively for their resident. Please consider whether the state plan offers any tax or other benefits. Tax implications can vary significantly from state to state. Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation.

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