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Current company Academy Financial, Inc.
Financial Services · 27 employees · Founded 1992 · Lutherville, Maryland, United States
Academy Financial, Inc. is a financial services firm that specializes in developing innovative concepts for wealth creation and preservation. Academy Financial is comprised a number of advisors with over 100 years of combined industry experience, a team of associate planners, and a dedicated support staff which includes CERTIFIED FINANCIAL PLANNER™ professionals who provide advanced estate and tax planning strategies, and a Chartered Financial Analyst (CFA) for the development of creative investment strategies.
We focus on the complex financial planning needs of business owners, executives, retirees, and affluent individuals. Academy Financial's cross disciplinary approach allows us to identify and build holistic plans for our clients with strategies designed to address legal, tax, investment, business, and retirement needs. Academy Financial, Inc. is committed to providing exceptional service to our clients and offering comprehensive financial plans, wealth management services, estate planning, business succession strategies, retirement, and investment planning.
Academy Financials advisors are independent and have an open architecture approach. Our Broker/Dealer is Osaic FA, Inc.
Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.