Legacy Private Wealth Advisors
Springfield, Illinois Investment Management
Independent Financial Advisors in Springfield
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
Services Offered

Tactical Portfolio Management

Investment Analysis

Financial Planning

Retirement Planning

Retirement Income Distribution

Tax-advantaged Investing

IRA Accounts

529 Plans
Contact our Springfield Office to schedule a no-obligation “right fit” retirement consultation.
Address
3161 W. White Oaks Drive, Suite 104, Springfield, IL 62704
Phone
Hours
Appointment Only
About Legacy Private Wealth Advisors
Legacy Private Wealth Advisors is an independent financial services firm with offices in Springfield, 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 Springfield 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.
Our Locations
East Peoria
Address: 2400 N. Main Street, Suite G, East Peoria, IL 61611
Phone: 309-229-3145
Hours: Appointment Only
Springfield
Address: 3161 W. White Oaks Drive, Suite 104, Springfield, IL 62704
Phone: 309-229-3145
Hours: Appointment Only
Wellen Park/North Port
Address: 11564 Renaissance Blvd., Venice, FL 34293
Phone: 941-445-2130
Hours: Appointment Only
Venice
Address: 871 Venetia Bay Blvd., Suite 200, Venice, FL 34285
Phone: 941-445-2130
Hours: Appointment Only
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