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ABOUT US

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 PLANNERâ„¢ professionals who provide advanced estate and tax planning solutions, 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 from a legal, tax, investment, business, and retirement perspective.  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 Lincoln Financial Advisors Corp. (LFA), a Fortune 500 company.   Many of our advisors are members of The Resource Group, a group of the top 200 planners within Lincoln Financial Advisors.  



 
 
 Registered associates of Academy Financial Inc. are registered representatives of Lincoln Financial Advisors. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Academy Financial Inc. is not an affiliate of Lincoln Financial Advisors Corp. CRN-1433811-030216

We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time. 

Insurance: AL, AZ, CA, CO, CT, DE, DC, FL, GA, IA, ID, IL, IN, KY, LA, ME, MD, MA, MI, NH, NJ, NY, NC, OH, PA, RI, SC, TN, TX, VA, WA, WV AND WY

Securities: AK, AZ, CA, CO, CT, DE, DC, FL, GA, IA, ID, IL, IN, KY, LA, ME, MA, MD, MI, MN, NV, NH, NJ, NY, NC, OH, PA, RI, SC, TN, TX, UT, VA, WA, WV AND WY

Unless otherwise identified, registered associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.lfg.com

*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm. 

 


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