M.A.P. Advisory2026-05-07T19:37:31+00:00

Personalized Financial Confidence

M.A.P. Advisory

About

M.A.P. Advisory

Work with a partner who will provide an investment experience tailored to you.

Money is personal. We believe investor deserve professional guidance that provides them with a customized financial strategy focused in their individual needs and objectives.

Our approach is built on holistic planning, where investment and insurance strategies are designed to complement one another to help you meet your financial goals.

Our mission is to help investors build confidence through a focused, personalized approach to their financial strategy. We provide strategic guidance designed to assist our clients in making informed decisions for their financial future.

Empowering Your Retirement

Meet The Team

Arcie Petty

Principal, M.A.P. Advisory

Arcie Petty is the founder of M.A.P. Advisory, a retirement, investment, insurance, and legacy planning firm dedicated to helping individuals and entrepreneurs pursue their financial goals. Rooted in a deep sense of service and inspired by his family’s personal experiences, Arcie launched M.A.P. Advisory to provide guidance to clients as they navigate complex decisions around pensions, benefits, and long-term financial wellness. His mission is to equip working- and middle-class families with the tools to build assets, manage risk, and plan for the next generation with clarity and confidence.

A experienced entrepreneur with a focus on identifying emerging opportunities, Arcie Petty embarked on his entrepreneurial journey with a clear vision: to support businesses in living out their mission. As the Co-Founder and Treasurer of A Better You, he supports initiatives that propel the company to the forefront of the non-profit industry. In addition, he is a certified volunteer with the American Medicare Disability Advocates.

Arcie’s diverse professional background infuses his ongoing work. A decade as an educator and department head highlighted his creative approach by invigorating ancient Latin and Greek curricula with project-based learning, skills mastery, and technological integration in North Carolina and New England. While teaching, he began to build a real estate portfolio to provide quality housing in urban areas where working-class families run the risk of getting priced out. After moving back to Cleveland, Arcie became a financial professional and business consultant, striving to merge his educational, investing, and entrepreneurial experiences to serve the community even more directly. As a business coach and consultant with JumpStart, he supports entrepreneurs in developing sustainable models and growing impact-driven ventures.

Arcie Petty holds a B.A. from Boston University and M.A. from Boston College both in Ancient Greek and Latin. He employs a historical, methodical, and integrative approach from his academic background in his pioneering real estate and entrepreneurial work. Professionally, he is FINRA Series 65 licensed and is a Registered Social Security Advisor.

In his free time, Arcie treasures time with his wife and four children; playing & watching a variety of sports; reading; avidly cooking; spending time on – and near – any body of water, especially for rowing; and other exercises in the gym, running around Cleveland, biking, and kayaking.

Thomas Rozman

Thomas Rozman

Chief Investment Officer

Rosie Riley

Rosie Riley

Head of Onboarding & Operations

Jared Hillman

Jared Hilman

Head of Trading

Learn More About

Our Financial Solutions

Our three-step planning process works to help identify and implement suitable financial strategies for helping our clients meet their needs and achieve their goals and objectives for retirement.

Click on a step below to learn more.

01

Start Smart

02

Apply Discipline

03

Communicate Progress

Wealth Management

Our goal is to develop strategies designed to provide income for the long term. We help build tailored, sustainable income plans for our clients that take all factors into account. Retirement is a significant milestone, and our process focuses on helping you manage your assets so you can focus more on your passions and the people you love.

Retirement Strategy Planning

Retirement savings strategies involve a comprehensive approach that balances consistent saving during your working years with potential tax-advantaged withdrawal strategies in retirement.

Key steps include fully utilizing tax-advantaged accounts, diversifying investments to help manage risk, and strategically evaluating the timing of Social Security benefits.

Tax-Efficient Planning

Benjamin Franklin said, “In this world nothing can be said to be certain, except death and taxes.” We can’t control the first, but we can help you potentially reduce the second.

Our clients enjoy a comprehensive review of their tax return, tax projections combined with proactive planning, tax reduction strategies, etc.

Social Security Benefit Planning

Social Security timing strategies involve strategically evaluating when to claim benefits and coordinating with other income sources to help increase your potential lifetime payments.

The decision of when to claim Social Security is complex and can significantly impact your retirement income. We provide a comprehensive analysis to help you understand how different timing choices may affect your long-term financial health.

Income Planning

Through our retirement planning process, we will review your current income situation and analyze potential income in retirement. We work with you to develop a strategy designed to provide sustainable income throughout your lifetime. We’ll help you evaluate your Social Security options and seek to increase the benefits for your situation.

If you have a pension, we will guide you through the options available and help you make an informed decision. Our process also addresses other considerations, such as potential impacts from inflation, taxation, or the loss of a spouse.

Register For

Our Educational Events

We believe in the value of financial education and accessibility. We provide resources through digital education platforms designed to help you make informed decisions. We believe an informed client is better positioned to pursue their financial goals.

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UPCOMING EVENTS

Events in June 2026

  • To stay up to date with upcoming events, follow our newsletter HERE!

Our Guides and Blog

Financial Educational Literature

Tips to Help Avoid Market Panic
How to Plan and Help Protect Your Savings

Market swings can shake your confidence, but they don’t have to derail your future. This guide explores how to stay level-headed through volatility, why staying the course often wins out over making hastey decisions, and how to protect yourself from the hidden danger of “sequence of returns” risk. In retirement, calm beats chaos.

The Social Security Guide
Optimizing Social Security In Today’s World

The timing of your Social Security claim is a complex decision that can impact your total retirement income. This guide explores how proactive strategies can help you seek to increase potential income and provide greater clarity regarding your financial future.

Browse Our Blog

Our Video Library

What’s a Risk Score?

Risk tolerance is an investor’s ability to remain invested during downward market cycles in exchange for a potential return.

It’s important that investors understand their risk tolerance so that they can help guide the design of their investment strategy. This approach looks to balance the investor’s desire for returns goals with their ability to stay confident and invested throughout market cycles.

To help investors understand their risk threshold we deploy a proprietary algorithm rooted in the well-known Value at Risk (VaR) measurement that helps us quantify their sentiment toward financial uncertainty, specifically their emotional tolerance with respect to the magnitude and speed of potential investment loss. This Analysis provides them with a VaR Score that can help determine if their existing portfolio aligns with their risk tolerance.

Risk-Tolerance

Intelligent, Disciplined Investing
with AssetLock®

AssetLock® is Simplicity Wealth’s proprietary, investment portfolio monitoring service that delivers personalized communications to advisors and investors in a secure environment.

This technology keeps investors informed about the progression of their portfolio in accordance with their risk tolerance determined by the investor’s household portfolio VaR Score.

Contact M.A.P. Advisory

At M.A.P. Advisory, we believe strong financial planning is built on relationships. We take the time to understand your goals, concerns, and family dynamics—because financial planning isn’t just about numbers, it’s about life. Our team is committed to providing consistent, personalized guidance, ensuring you have a dedicated advisor who understands your long-term financial journey.

Schedule Your Complimentary Retirement Review

At M.A.P. Advisory our approach goes beyond investment management.
We focus on helping you strengthen your retirement strategy.

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