Who We Are

We are a small firm
focused on your
​unique planning needs.
For more than 30 years, Lori has dedicated her career to helping people make good financial decisions. She holds a masters degree in Family Financial Management from The Ohio State University, where she also serves as adjunct faculty teaching Family Income Tax Planning and Financial Planning Applications.

Lori is a Certified Financial Planner(R) and an Enrolled Agent.

Lori received the Women's Choice Award® in 2018, 2019, 2020, and 2021. ​ She was also chosen to receive the Pickerington Area Chamber of Commerce ATHENA Leadership Award in 2019.
Lori is a member of the National Association of Personal Financial Advisors (NAPFA), and the Financial Planning Association (FPA).  She has been quoted in The Wall Street Journal, Financial Planning Magazine, Wealth Management Magazine, The Columbus Dispatch, Columbus CEO, Women in Business, and served as a monthly columnist for MomStyle, a publication of Columbus Parent.

A recent widow herself, Lori is currently writing a book to help widows wade through the complex financial and legal matters that accompany the death of a life partner.
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Brayden Embrey, Intern
Brayden Embrey is a full-time student at The Ohio State University, where he is pursuing a degree in Financial Planning and serves as a Teaching Associate.  He has an expected graduation date of May 2028.

He currently serves as a part-time intern at Arcadia Financial Partners, gaining hands-on experience in financial services while developing skills in client relationships, financial strategy, and professional communication.

Growing up in a single-parent household following the loss of his father, Brayden developed a deep appreciation for the financial and emotional challenges families can face during difficult life transitions. This experience has given him a strong passion for supporting widows and families navigating financial uncertainty.

Driven by empathy, integrity, and a commitment to education, Brayden aims to help individuals build confidence and stability through thoughtful financial planning and meaningful long-term relationships.

In his spare time, Brayden enjoys playing golf and pickleball with friends.
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Kristy King
Kristy has more than 30 years of extensive experience as an executive assistant supporting senior level executives from multiple Fortune 500 companies.  During her career she enjoyed making travel arrangements, scheduling appointments, coordinating events and working on special projects.

In 2018, Kristy retired after working for a small criminal/family law firm in Alabama.  In 2021, Lori talked her out of retirement to work remotely for Arcadia Financial Partners as an administrative assistant.

A native of Ohio, Kristy now lives in Pensacola, Florida where she enjoys spending time at the beach, exploring the surrounding areas, trying new restaurants, and going to the many festivals Pensacola holds each year. 

​Kristy enjoys meeting new people and volunteer work.
Do something your future self will thank you for.

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