A complete list of active advisors currently associated with Acumen Financial Advisors, LLC

Warmer can help you find a great advisor at Acumen Financial Advisors, LLC or one who fits your needs even better.

Acumen Financial Advisors, LLC provides investment management and comprehensive financial planning to individuals, trusts and estates, pension and profit‑sharing plans, charitable institutions, foundations and business entities. It offers advisory services through the VISION2020 Wealth Management Platform’s Advisor Managed Portfolios (a wrap-fee program) and also delivers fixed‑fee or hourly financial planning engagements. The firm follows a strategic, long‑term, buy‑and‑hold philosophy that emphasizes asset allocation and periodic rebalancing, while allowing tactical adjustments, option strategies and the use of margin when appropriate. Acumen prefers non‑discretionary authority for client accounts and, consistent with that preference, executes trades only with client approval rather than under broad discretionary authority. Acumen is atypical among supported firms in its scale per advisor: as of December 31, 2025 it reported approximately $465.2 million in AUM across roughly 220 client relationships managed by its sole investment advisory representative. The brochure discloses that the advisory representative is also registered with the firm’s broker‑dealer and may receive commission and insurance compensation, and the firm describes procedures to disclose and monitor those potential conflicts while requiring clients to custody accounts at Osaic Wealth (clearing through Pershing).

To learn more about the advisors currently working at Acumen Financial Advisors, 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.