A complete list of active advisors currently associated with Academy Wealth Advisers, LLC

Warmer can help you find a great advisor at Academy Wealth Advisers, LLC or one who fits your needs even better.

The firm provides customized discretionary portfolio management and investment consulting to individuals, high-net-worth clients, trusts and estates, corporations and businesses, and also accepts institutional clients. Services include developing investment policy statements, strategic asset allocation, portfolio construction and ongoing oversight and reporting. Investment decisions are grounded in fundamental analysis and an asset-allocation framework intended to balance risk and return, with a generally long-term orientation while permitting shorter-term trades for rebalancing or client needs. The firm applies an internal due-diligence process to select equities, fixed income and cash holdings and, when specifically agreed, may use non-core strategies such as options, margin and short sales and active trading in concentrated portfolios. As a solo, fee-only registered advisor managing approximately $45.2 million in client assets, the firm’s engagement with institutional accounts is an uncommon feature for a firm of this size. It does not take custody of client assets (fees are deducted by the custodian with client authorization) and maintains a Code of Ethics and privacy practices disclosed in its Form ADV.

To learn more about the advisors currently working at Academy Wealth Advisers, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.