Acumen Wealth Advisors, LLC®

Acumen Wealth Advisors is thrilled to offer clients our new app to help you view your complete financial picture and connect with your Acumen team. The Acumen Wealth Advisors app provides a dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app.

Key Features Include:
• Customizable and interactive dashboard showing you your complete financial picture.
• Dynamic portfolio reports with current investment information.
• Document vault for securely sending and receiving files with your Acumen Wealth Advisors team.
• And more!

About Acumen Wealth Advisors:
Acumen Wealth Advisors was founded in 2012 with a core focus on providing client-centric wealth management services designed to build and maintain long-term trust with our clients. As an independent Registered Investment Adviser (RIA), Acumen strives to uphold the highest standards of transparency and act solely in the best interests of its clients, ensuring truly independent and fiduciary-driven financial advice.

In addition to thoughtful financial planning and investment management, Acumen has continued to expand its expertise in business and tax strategies, estate planning, charitable strategies, real estate investing, and private asset management services. Our clients benefit from a dedicated team of in-house specialists, driven by a commitment to education and informed decision-making.

Our tagline, Invest Intentionally®, reflects the power of deliberate, well-informed decisions—not only in investing, but in all aspects of life.