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    • 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
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acadiumfinancial@acadiumfinancial.com

877.604.6322

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

Do Opinions Matter?

August 6, 2020

Last week, I heard three separate interviews from legendary investors of our generation. Not to my surprise there was disparity in their predictions […]

Do Opinions Matter? View More »

The Underappreciated Link Between COVID-19 and Cybersecurity

July 29, 2020

“When the COVID virus first broke out … we immediately started seeing threat actors registering COVID-related domains,” explains Senior Cyber Threat Analyst Marcus

The Underappreciated Link Between COVID-19 and Cybersecurity View More »

Ideas to Take Your Generosity Further [INFOGRAPHIC]

July 27, 2020

From dedicated trusts to volunteering, there are many ways to not just leave behind a legacy of generosity, but to live it.

Ideas to Take Your Generosity Further [INFOGRAPHIC] View More »

5 Reasons Wealth Transfers Fail

July 20, 2020

Knowing these common legacy pitfalls can help your family avoid them. Family coach and author Roy Williams surveyed more than 3,000 families and

5 Reasons Wealth Transfers Fail View More »

Tips for Creating an Inheritance That Lasts Generations

June 23, 2020

Preparing your heirs for sudden wealth can help prevent unwise spending. If you have wealth to transfer, you may worry about the sometimes adverse

Tips for Creating an Inheritance That Lasts Generations View More »

Who Gets What, When?

June 16, 2020

It won’t always be easy, but it’s worth deciding how you want to share your legacy so the process goes smoothly. Ready to

Who Gets What, When? View More »

Loved Ones, Legacies and Life Insurance

May 27, 2020

For some estate planning and financial goals, life insurance may be just the solution. You likely think of life insurance as a way

Loved Ones, Legacies and Life Insurance View More »

Should Your Estate Plan Address Addiction?

May 6, 2020

Determining how to address substance abuse and addiction among your beneficiaries can be a sensitive and difficult decision. Planning to pass down your

Should Your Estate Plan Address Addiction? View More »

Gifting in a Volatile Market

May 5, 2020

During times of market volatility, it’s important to review your charitable options and opportunities. The coronavirus has financially impacted individuals and businesses, and

Gifting in a Volatile Market View More »

The Three T’s of Effective Trustees

February 26, 2020

Here’s how to choose a trustee that’s up to the important task at hand. Choosing a trustee – the person or entity who’ll

The Three T’s of Effective Trustees View More »

← Previous 1 … 8 9 10 Next →

Recent Posts

  • The Shield of the Americas: A Path for the Disciplined Investor
  • “Sell America”: Why the World’s View of the U.S. Feels Like It’s Changing
  • 2026 Annual Client Letter
  • Fear Isn’t a Forecast: Making Sense of Sentiment
  • You’re Retired. Your Tax Bill Isn’t.

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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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