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.
Company Details
- Employees
- 29
- Founded
- -
- Address
- 1447 York Road, Suite 801,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://academyfinancialinc.com/
- Keywords
- Lutherville.
- HQ
- Lutherville, Maryland
Academy Financial, Inc. Questions
Academy Financial, Inc.'s website is http://academyfinancialinc.com/
Academy Financial, Inc.'s LinkedIn profile is https://www.linkedin.com/company/academyfinancialinc
Academy Financial, Inc. has
29 employees.
View email and phone details for 29
employees at Academy Financial, Inc..
Academy Financial, Inc.'s industry is
Financial Services
Academy Financial, Inc.'s top competitors are
Merrill Lynch,
Titan Partners,
The Candlelight Theatre,
Maryland Yards,
Bay Financial Associates Llc,
Heritage Financial Consultants Llc,
Stonebridge Advisors, Inc.,
The Divorce Recovery Center,
Ram Abstract Ltd,
2250 Financial Services.
Academy Financial, Inc.'s categories are Financial Services
Academy Financial, Inc.'s founding year is 1992
