Liz Updike's Contact Details

Liz Updike's Company Details

Academy Financial Inc

Mays Chapel, MD, US • 20 - 49 Employees
Financial Services

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 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-3256095-092420