Our Story

Our Founder, Craig Grover, has been working in the financial industry for more than 20 years. In 2006, he co-founded Evergreen Strategic Partners, a financial planning firm that focused on superior client service and building strong, long-lasting relationships with clients. Craig now continues this vision with his own practice, Acadia Wealth Planning.

At Acadia Wealth Planning, we believe the underlying relationship between client and advisor is critical to the lifespan of a financial plan.  We create financial plans that address the both the short- and long-term requirements, hopes, and dreams of our clients.  But the plans we build also allow for the ups and downs and changing circumstances of a life well-lived.  The connection we have with our clients helps us make appropriate changes and updates to the underlying plan.   We are with you every step of the way.

We are strong believers in “lifetime learning” and are consistently growing as financial professionals. In order to provide a high level of service to our clients, we need to always be up-to-date and when possible ahead of the pack in terms of technical knowledge, opportunity and market trends.  We also maintain a broad understanding of the psychology and impact of investor trends. Our commitment to professional growth and diverse resources is reflected in our relationships with Northeast Planning Associates, Inc. and LPL Financial, respected and long standing firms in the financial services field, regionally and nationally.

We also understand that there are other key professionals and advisors with which you work (attorneys, CPAs, tax professionals and so on). We are happy to engage with your chosen professionals or can recommend trusted resources that we have long-standing relationships with, both with the common goal of providing the best possible plan or approach for your situation.