Our Mission is Simple.

Protect legacies, grow assets,
and always put you first.®

Investing intentionally refers to making deliberate investment decisions with a clear purpose and strategy.  This approach involves aligning your investment strategy with your overall financial plan and personal values. Investing intentionally involves thoughtful planning, ongoing assessment, and strategic decision-making. As your partner, Acumen welcomes the opportunity to join you on this journey. We aim to become your most trusted, long-standing advisor.

Acumen At-A-Glance

235

Client Relationships

Clients

23 states

98%

Client Retention Rate*

15

Designations and Credentials

$425 Million +

In AUM as of 12/31/2023

Founded

2012

Our Services

In addition to thoughtful financial planning and investment management, we provide tax and business advisory, estate planning, charitable strategies, real estate investing, and private asset management services.  Rather than just one advisor, each of our clients has their own team of in-house specialists.

How We Are Different

Our team has established a cohesive set of fundamental core values.  In addition to our shared values, we strive to always act solely in the best interests of our clients and to be transparent in everything we do.  We are independent to avoid conflicts of interest and our fee structure, based on a percentage of assets managed, allows our interests to be aligned with those of our clients. 

We believe the team approach is the most beneficial model for managing our clients’ financial well-being.
Meet Our Team

Who We Serve

Acumen Wealth Advisors helps simplify complex financial situations for families and business owners.  Our hands-on approach is a good fit for clients seeking proactive service and transparent communication. By listening carefully and asking many questions, we work to understand what matters most to you. We dedicate extra time to explaining the strategic rationale behind our decisions.

Let us help you create a
roadmap to Invest Intentionally.®

Learn how we simplify financial complexities so you can focus on what matters most.