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.

Name	Location	Years of experience
Richard Welch	Pocono Pines, PA	15

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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