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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