A complete list of active advisors currently associated with Acadia Legacy Group
Warmer can help you find a great advisor at Acadia Legacy Group or one who fits your needs even better.
Acadia Legacy Group provides financial planning, discretionary asset management, consulting and family office services to individuals, retirement and profit‑sharing plans, trusts, estates, charitable organizations and corporations. The firm acts as a fiduciary and delivers tailored financial plans and ongoing portfolio oversight, commonly charging percentage‑of‑assets fees and using qualified custodians for account reporting. Its investment process emphasizes fundamental analysis and a long‑term, buy‑and‑hold orientation, with discretionary asset allocation and rebalancing guided by each client’s net worth, risk tolerance and objectives. The adviser typically executes trades through recommended custodians (frequently Charles Schwab), provides quarterly custodial reports, and will advise clients who elect limited exposure to digital assets while not recommending such holdings. Distinctive features include a separately negotiated family office capability—covering administrative support, trust and entity management, family governance, cash and liquidity coordination across multiple entities, and 1031 exchange consulting—offered when client complexity warrants it. The principal holds multiple advanced credentials (CFA, CFP, CIMA and a JD), and the firm manages roughly $133 million in discretionary assets for a compact client roster with customized engagement arrangements.
To learn more about the advisors currently working at Acadia Legacy Group, 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 |
|---|---|---|
Clive, IA
| 14
|
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