Providing You With Information to Help You Make More Informed Financial Decisions

Acumen Wealth Advisors believes in the value and power of education. We routinely deliver relevant information, so you may make informed decisions on important financial matters. One of Acumen’s educational tools is our newsletter, Market Insights. We encourage you to sign up for Market Insights to stay up to date with changes in current economic conditions and learn more about our firm’s perspective and investment strategies.

Acumen Team Member News

Get to Know Jennifer Morrison

What is your role here at Acumen and what do you love about it?   I am an Associate…

Acumen Commentaries

Q1 2025 Market Commentary

The 2020s started with a global pandemic, ushering in an era of unprecedented uncertainty….

Acumen’s Community Involvement

Katie Volunteers to Support Breast Cancer Awareness

We are so proud of Katie volunteering her time and talents again this year to support the CHI…

Acumen Team Member News

We’re excited to announce Jill Green is now a Partner!

Jill has been a vital part of our firm, bringing wisdom, dedication, and vision. Her contributions…

Acumen Team Member News

Welcome Noah Yoshida!

We are thrilled to welcome Noah Yoshida to Acumen Wealth Advisors as a Client Service Associate….

Acumen Team Member News

Acumen’s Luke Johnson Passes CFA® Level 2 Exam!

Luke is working for the Chartered Financial Analyst® (CFA®) designation and has successfully…

Acumen News

Happy Holidays from Your Acumen Team!

From all of us at Acumen, we wish our clients, partners, and friends a season filled with joy,…

Education/College

529 Plan Impact on Financial Aid Eligibility

Updated FAFSA Application The Consolidated Appropriations Act of 2021 enacted changes in the…

Portfolio Management

Acumen’s Investment Objective: Understanding Risk

Acumen is dedicated to protecting our clients’ capital while growing their assets long-term. Our…

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