Legacy Private Wealth Advisors

Tactical Asset Management for Peoria

Independent Financial Advisors in Peoria

Matt Boehm

Managing Partner, Financial Advisor

20+ years of experience
BS in Accountancy, Northern Illinois University
MBA, Northern Illinois University
FINRA Series 6, 7, 63, and 65 Licenses
Member, North Port Area Chamber of Commerce
Member, Venice Area Chamber of Commerce

Josh Edmonds

Senior Partner, Financial Advisor

10+ years of experience
BA in Business Management, Quincy University
FINRA Series 6, 7, and 65 licenses

Jason D. Smith, CFP^®

Financial Advisor / Wealth Manager

Founder of Legacy Private Wealth Advisors (2024)
More than a decade of experience in financial services
Bachelor’s degree from the University of Illinois at Urbana-Champaign
CERTIFIED FINANCIAL PLANNER™ professional
CFA^® Charter candidate
FINRA Series 7, 66, and 24 securities registrations

Dedicated Client Service Team

Molly Smith ^{(for Jason Smith)}

Client Services – Table Grove

Administrative Assistant based in Table Grove, Illinois
Supports daily operations and a variety of client service and administrative functions
Dedicated to upholding LPWA’s core values and delivering exceptional client service
Attended Kent State University

Makayla Lauderback^{(for Jason Smith)}

Client Services Specialist

Administrative professional based in Peoria, Illinois
Supports daily operations and assists clients with investment-related needs
Joined Legacy Private Wealth Advisors with a passion for learning, growth, and helping others
Graduate of Illinois State University with a degree in Finance

Services Offered

Tactical Portfolio Management

Investment Analysis

Financial Planning

Retirement Planning

Retirement Income Distribution

Tax-advantaged Investing

IRA Accounts

529 Plans

About Our Services

Contact our East Peoria Office to schedule a no-obligation “right fit” retirement consultation.

Schedule Now



Address

1300 W. Commerce Drive, Suite 700, Peoria, IL 61615



Phone

309-229-3145



Hours

Appointment Only

About Legacy Private Wealth Advisors

Legacy Private Wealth Advisors is an independent financial services firm with offices in Peoria, Illinois. As an independent firm, we do not answer to a corporate entity or Wall Street firm. We’re business owners who put your needs first and provide honest advice about your money.

We are fiduciaries, which means we are legally and ethically required to only work in your best interest. Our Peoria team takes a hands-on approach to managing your investments and portfolios. “Set it and forget it” is not the standard here. We actively review the markets and make changes when needed to help your money grow.

We know that dealing with finances can be stressful and confusing. That’s why we educate you about your investments. We want you to understand where your money is and how it’s working to achieve your financial goals. Whether you’re planning for retirement or just wanting a new partner in financial success, we’re here to guide you every step of the way toward a more secure financial future.