Fincadia Capital Partners is an independent wealth management firm focused on disciplined portfolio construction, risk awareness, and long-term capital stewardship.
 
The firm works with a selective group of clients that includes high net worth families, senior executives of public and private companies, medical professionals, foundations, family-owned businesses, and individuals with complex trust structures. This approach supports a high level of engagement and ongoing attention to client objectives as circumstances evolve.
 
Fincadia’s independence allows access to a broad universe of investment strategies and institutional resources. Portfolios may incorporate individual equities, mutual funds, ETFs, structured solutions, and alternative investments, based on suitability and strategy requirements.
 
Investment decisions are driven by internal analysis with a strong emphasis on capital preservation, income generation, and downside risk assessment alongside upside opportunity. The firm maintains a long-term perspective with a focus on wealth continuity and multi-generational planning. Services may also include guidance related to insurance solutions, annuities, and employee benefit programs.
 
Securities offered through Arete Wealth Management, LLC, member FINRA and SIPC.
Investment advisory services offered through Arete Wealth Advisors, LLC, an SEC registered investment advisory firm.

Fincadia Capital

Joon Rhee

This department provides financial guidance and planning to clients, ensuring their financial goals are met.

Financial Services

This department focuses on managing client relationships and providing support to ensure client satisfaction.

Client Services

This department oversees strategic decision-making and high-level management within the organization.

Executive Leadership

This department provides financial advice and investment strategies to help clients grow and manage their wealth.

Wealth Management

This department focuses on overseeing and managing various investment portfolios and strategies.

Investment Management

This department conducts research and provides analytical support to inform decision-making and strategy.

Fincadia Capital

Org chart

Teams

Financial Services

Client Services

Executive Leadership

Wealth Management

Investment Management

Research and Analysis

Offices

Fincadia Capital

Org chart

Teams

Financial Services

Client Services

Executive Leadership

Wealth Management

Investment Management

Research and Analysis

Offices

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