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Life is full of transitions. Some are planned, others are unplanned. For over 25 years, we have been helping our clients grow and protect their assets for what lies ahead.

 

Welcome to D'Arcangelo Financial Advisors LLC

D'Arcangelo Financial Advisors, LLC is a private wealth management firm with over 25 years of experience, specializing in retirement planning, asset preservation, and intergenerational wealth transfer.​

Professional Headshot of Michael C. Betros, Financial Advisor at D'Arcangelo Financial Advisors LLC
Professional Headshot of John J. Cina, Financial Advisor at D'Arcangelo Financial Advisors LLC
Professional Headshot of Laura Betros, female Financial Advisor at D'Arcangelo Financial Advisors LLC
Professional Headshot of Tom Betros, Wealth Advisor at D'Arcangelo Financial Advisors LLC
Michael C. Betros, CPA/PFS
John J. Cina, CPA/PFS
Laura Betros, CFP®
Tom Betros, CFA, CFP®
Founder & Principal
Founder & Principal
Wealth Advisor
Wealth Advisor
Business Meeting

Financial Planning

Through a collaborative process, we develop and review your financial plan to keep you on track to achieving your most important goals.

Financial Graphs

Investment Management

We are disciplined in our approach, adhering to our strategic asset allocation while rebalancing periodically to ensure your portfolio stays aligned with your risk tolerance and goals.

College Campus

Endowments & Foundations

We have managed assets for large organizations since our inception, helping them align their investment strategy with their mission.

We approach every client situation through a team-based, collaborative lens to ensure we are addressing your unique financial goals.

Modern Office Building

Fee-Based

Our pricing is straightforward and easy to understand.

Tax Expertise

Our goal is to save you money on taxes now and in the future, putting more money towards your financial goals.

Fiduciary

We are required to act in your best interest with every recommendation.

Credentialed

Our advisors have highly regarded designations in the financial services industry bringing investment, tax, and planning expertise.

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Locations

Poughkeepsie, NY

510 Haight Ave, Suite 201 Poughkeepsie, NY 12603

Dedham, MA

770 Legacy Place, 2nd Fl

Dedham, MA 02026

Contact Us

(845) 473-8261 (Poughkeepsie, NY)

(781) 691-9841  (Dedham, MA)

© 2025 D'Arcangelo Financial Advisors, LLC.

D'Arcangelo Financial Advisors is a New York state-registered investment advisor, also registered in MA, FL, CT, and NJ. Registration with these states or any regulating body does not imply a certain level of skill or training. This website is for informational purposes only and does not constitute a complete description of our investment services or performance. Nothing on this site should be interpreted as personalized investment advice or an offer to buy or sell any securities.

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