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Arcadia Grove Wealth

A clear plan. A trusted guide. More room in your life for what matters.

Retirement should be about who and what you love. We help people approaching or in retirement build the financial and investment plan that makes that possible.
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A planner first.
Brock Andersen has spent 13 years working with families across Utah, Arizona, and Idaho, building clear plans for retirement, legacy, and beyond. He grew up in a neighborhood of helpers and has spent his career trying to be worthy of that. He walks into every meeting with a blank notepad and no agenda other than to understand your life. If he can help, he’ll tell you how. If he can’t, he’ll point you toward someone who can.
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Plan Driven
Every recommendation we make starts with your full financial picture, not a product. Cash flow, tax strategy, investments, and what you want your legacy to look like.
Genuinely Accessible
Whether you have a question about a big purchase, a concern about the market, or you just need a second opinion on a decision, we’re here. We want to be your first call, not your last resort.
Built for You
No two clients have the same life. We focus on yours, building around where you are, where you’re headed, and what matters most to you. You get a plan that actually fits.

A clear process. A confident future.

From your first conversation to ongoing support, every step is designed to give you more clarity and less to worry about.
1. Discovery

Blank notepad. No pitch. Just a conversation.

2. Foundation
We gather the details and build a clear picture of where you stand.
3. Clarity
Your top priorities. Our recommendations. In plain English.
4. Presence
We stay close. You get to focus on what matters.
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13+
Years in Financial Services
Planning-First
Always
Institutional Experience,
Client-focused execution.
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Ready to take money off your mind?

The first conversation is just that: a conversation. No pressure, no pitch. We will listen, answer your questions, and let you know how we can help.

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Brock Andersen

Founder and Wealth Advisor, Arcadia Grove Wealth

Brock Andersen is a wealth advisor with over 15 years of experience in financial services. Prior to launching Arcadia Grove Wealth, Brock spent eight years as a Private Banker at J.P. Morgan Private Bank, where he led a team of advisors serving high-net-worth families across Utah, Arizona, and Idaho. Most recently, he was a Wealth Advisor at Capita Financial Network.Brock’s approach is simple: listen first, plan second, and never leave a client more confused than when they walked in. He believes financial planning is a noble profession, and that his job is to take money off your mind so you can go fill your life with what you love.

He calls himself a helper first and an advisor second.Brock earned a degree in Finance from Brigham Young University. He and his wife Sara live in Highland, Utah, where they are deeply involved in their faith community. They love to travel, particularly to New York City and Hawaii, where they met on vacation with friends. Outside of work, Brock enjoys golf, tennis, and finding the best new restaurant in town.