Invest Intentionally®

Acumen Wealth Advisors is committed to helping families Invest Intentionally®. Our team provides customized, active asset management integrated with financial planning. We help families achieve their financial objectives through education, strategic planning, frequent communication, and leveraging the latest technology to build trust and strong client relationships. These fundamentals allow our clients to feel informed, confident, and secure.

Our Services

News & Insights

Technology

Acumen is committed to deploying sophisticated technology to deliver real-time investment implementation, due diligence information, communication of changes, and secure information to our clients.

Client Service

Acumen’s strategic and knowledgeable teams, specializing in financial planning, portfolio management, and retirement services, take great pride in frequent communication and attention to detail to enrich the client experience. We encourage our clients to be involved and engaged in their investment decisions and they are invited to ask questions so financial details are thoroughly explained.

Registered Investment Adviser and Fiduciary

Acumen Wealth Advisors, a Registered Investment Adviser, is held by law to the highest standard of responsibility to our clients.  Under the Investment Advisers Act of 1940, investment advisers are regulated by the Securities and Exchange Commission (SEC) and held to the fiduciary standard requiring RIAs to always act in their clients’ best interests.  You may review an adviser’s Form ADV, including Acumen’s, on the SEC’s website at www.adviserinfo.sec.gov.

Stay Informed/Schedule a Meeting

Acumen believes in the value and power of education.  We work hard to keep our clients informed with relevant information so they can make informed decisions on important financial matters – and we’d love to do the same for you.

We encourage you to click the link below to get in touch with us, schedule a meeting and sign up for Market Insights to stay up to date with changes in current economic conditions and to learn more about how our firm can help you and your family.

Acumen Wealth Advisors, LLC® is a Registered Investment Adviser. This website is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Acumen Wealth Advisors, LLC® and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Acumen Wealth Advisors, LLC® unless a client service agreement is in place. Acumen Wealth Advisors, LLC® provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Acumen Wealth Advisors, LLC® is not responsible for errors or omissions in the material on third party websites and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.