Exclusive Advisors

About Exclusive Advisors

The relationship between money and happiness is a complex one. We believe that diversification only works when your investments are truly different. While other firms are limited in what they offer, we can recommend solutions most other firms can't. We focus our practice on working with accredited investors* comprised of individuals, business owners, professionals, executives, athletes and retirees....people who are influential, responsible, respected leaders in their industries, professions and communities. By limiting the types of clients we serve, we specialize in understanding of the unique financial issues, obstacles and opportunities that our clientele face. Our clients are typically wealthier than their other family members and often provide substantial financial assistance beyond themselves and their spouse, including parents, siblings and their adult children. *An accredited investor is an individual that has an annual income in excess of $200,000, or joint annual income with spouse in excess of $300,000. OR An individual net worth (the fair market value of total assets, but excluding the value of principal residence, minus total liabilities), or joint net worth with spouse in excess of $1,000,000. Securities offered through Arkadios Capital Member FINRA/SIPC. Advisory Services offered through Arkadios Wealth. Arkadios Capital and Arkadios Wealth are affiliated through common ownership.

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