Acima Private Wealth LLC

Luke Neice is a Series 65-licensed advisor with Acima Private Wealth LLC in Richmond, VA. He has one year of industry experience, including prior roles at Wells Fargo and Coastal Virginia Wealth Group. Acima Private Wealth LLC advises individuals, high-net-worth families, trusts, family offices, endowments, and small businesses using a disciplined, customized investment approach. The firm manages approximately $420 million across about 59 clients and offers comprehensive portfolio management and family wealth services through its proprietary wrap fee program.

Robert Hill Jr. is a CFA® charterholder and Series 65-licensed financial advisor with 15 years of industry experience. He is currently with ACIMA Private Wealth LLC and has been self-employed as an investment consultant since 2017, providing monthly market commentary for clients of Vantage Consulting Group. His prior experience includes roles at VCU Investment Management Co. and Shenandoah Asset Management LLC. ACIMA Private Wealth LLC serves individuals, high-net-worth families, trusts, family offices, endowments, and small businesses, offering discretionary and non-discretionary portfolio management along with comprehensive family wealth services. The firm uses a customized, tax- and fee-sensitive investment approach that combines active and passive strategies and manages approximately $420 million across a concentrated client base.

Robert Taylor is a financial advisor at Acima Private Wealth LLC in Richmond, VA, with seven years of industry experience. He holds a Series 65 designation and has worked at Acima Private Wealth since 2017, following roles at CSC Leasing Company and the College of William and Mary. Acima Private Wealth advises individuals, high-net-worth families, trusts, family offices, endowments, and small businesses, offering customized portfolio management and family wealth services. The firm uses a disciplined, tax- and fee-sensitive approach combining active and passive strategies and manages roughly $420 million across a concentrated client base.

Tanya Bird is a CFA® charterholder with a Series 65 license and nine years of experience in the financial industry. She has been with Acima Private Wealth LLC since 2016, where she is part of a five-advisor team based in Richmond, VA. Acima Private Wealth LLC serves individuals, high-net-worth families, trusts, family offices, endowments, and small businesses with discretionary and non-discretionary portfolio management, financial planning, and family wealth services. The firm employs a customized, tax- and fee-sensitive investment approach combining active and passive strategies, and sponsors its own wrap fee program that integrates investment management, planning, and custodial services.

Gary Gore is a financial advisor at Acima Private Wealth LLC in Richmond, VA, with 16 years of industry experience. He holds Series 63 and Series 66 registrations and has been with Acima Private Wealth since 2015. Acima Private Wealth LLC advises individuals, high-net-worth families, trusts, family offices, endowments, and small businesses, offering discretionary and non-discretionary portfolio management, financial planning, and family wealth services. The firm uses a customized, tax- and fee-sensitive approach combining multiple analytic methods and manages approximately $420 million across about 59 client relationships.