Academy Advisors Wealth Management

Owning a business can be a dream come true, but it can also create unique personal financial considerations. With our experience helping small business owners with ongoing advice, we help our clients consider tax strategies, employee benefit and retirement plans, insurance and protection plans, business valuation and succession planning. Using our exclusive Confident Retirement® approach, we offer personalized advice to help them make more confident financial decisions for themselves and their business, today and for the future.

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Team photo for Academy Advisors Wealth Management
Team photo for Academy Advisors Wealth Management

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Advisors

Advisor photo for Chuck Smith

Chuck Smith

MBA, CFP®, BFA, CPA, APMA, CEPA®

Private Wealth Advisor

Managing Director
Visit Chuck Smith's website
Advisor photo for Steven Rabin

Steven Rabin

CFP®, BFA, CRPC, APMA, CDFA®

Private Wealth Advisor

Managing Director
Visit Steven Rabin's website
Advisor photo for Joseph Barkat

Joseph Barkat

CRPC, APMA, CDFA®

Private Wealth Advisor

Managing Director
Visit Joseph Barkat's website
Advisor photo for Louis Schuster

Louis Schuster

APMA, CRPC

Associate Advisor

Visit Louis Schuster's website
Advisor photo for Travis Carlisle

Travis Carlisle

APMA, CRPC

Associate Advisor

Visit Travis Carlisle's website


Team

Jennifer M. de Werd

Jennifer M. de Werd

Registered Client Service Associate,

Client Service Specialist
Cami McCabe

Cami McCabe

Registered Client Service Associate,

Client Service Specialist

Erik Woods

Registered Client Service Associate