Grant Webster, CFP®, TPCP®

I genuinely love helping individuals simplify their financial lives so they can focus on what's most important to them.

I have nearly two decades of experience as a CFP® Professional, most recently as a Partner at one of the largest RIAs in the country. In 2026 I founded my own firm, Arcadia Private Wealth, to serve clients in a novel new way.

Who I help 

• Individuals and couples transitioning into or navigating life in retirement 
• Those who have nearly reached financial independence—often between ages 45 and 65—yet continue working because it brings them a sense of purpose and challenge 
• Typically, new clients come to us with investable assets between $2M and $20M

What I Help You Solve

I partner with you to translate financial complexity into clarity and action, including: 

• Investment allocation and diversification strategies with a focus on tax-efficient and low-cost investments 
• Tax-efficient retirement planning and withdrawal strategies 
• Estate planning and tax-smart gifting 
• Social Security planning 
• Legacy and philanthropic planning 
• Other financial questions as they arise

How We Work Together

At Arcadia Private Wealth, we combine ongoing financial and tax planning with investment management for one flat fee. Our process includes: 

• A discovery conversation 
• A tailored financial and investment plan 
• Ongoing support, proactive planning, and multiple meetings each year

Transparent, Fiduciary, Flat-Fee Structure 

• Our fee is $4,500 per quarter ($18,000 annually) 
• No hidden commissions or product incentives 
• Our fee is NOT dependent on the size of your portfolio (no AUM fees)