• EXCELLENCE


    In All We Do

  • INDEPENDENCE


    Sound, Unbiased Financial Advice

  • INTEGRITY


    The Foundation of Strong Advisory Relationships

  • LEADERSHIP


    The Experience to Make a Difference in the Lives of our Clients

  • VISION


    Providing Clear Direction in a World of Uncertainty

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Financial Advisor in Bucks County, PA

Academy Wealth Advisers is located in Bucks County, Pennsylvania, near the City of Philadelphia, and serves clients across the Mid Atlantic region.  We provide clients with focused, clear, efficient and straight-forward investment advice that is strategically aligned with you and your investing needs.

We start each client relationship with a conversation, or conversations, so that we can learn all about your financial needs, objectives, risk tolerance and investing time horizon.  Our deep understanding of you and your needs allows us to deliver intelligent advice that is actionable by you and for you.  Our mission is to strategize, prepare, implement, and monitor your investment plans and serve as your dedicated, full service investment and financial advisors.

The shareholders of Academy Wealth Advisers bring a wealth of successful business experience to the business of managing your hard earned investments.  We know from personal experience how difficult it is to build a successful business or career and how important it is to invest and protect the rewards of your life’s work with an investment plan that is intelligent, prudent, disciplined and specifically tailored to YOU.

We want to be more than just your financial advisor. We want to work side-by-side with you to ensure that your investment plans stay on track and that your investment and retirement dreams become a reality.  What can you expect from Academy Wealth Advisers?  You can expect expert, professional investment and financial advice from advisors that truly care about you and your financial goals.

Veteran Owned Business

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