ABOUT ACACIA WEALTH MANAGEMENT
Nurturing growth. Tailoring success.
At Acacia Wealth Management, we go beyond managing wealth – we cultivate financial confidence and chart a course towards a prosperous tomorrow.
Your financial success is our priority.
At Acacia Wealth Management, we are committed to fostering your financial growth and ensuring that your journey towards prosperity is marked by confidence and success. Our dedicated team understands the importance of personalized financial strategies tailored to your unique aspirations.
We go beyond traditional wealth management, striving to create an environment where your financial goals not only take root but flourish. With a focus on meticulous planning, experienced execution, and unwavering dedication, we stand as your trusted partners in navigating the complexities of the financial landscape.
30+
Years of Experience
#1
Independent Broker Dealer
As reported by Financial Planning Magazine, 1996-2023, based on total revenue.
Our Advisors
Nancy McElroy, ChFC®
Founder & President + Wealth Advisor
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32+ Years of Experience
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Collaborative Approach
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Professional Accreditation
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Adaptive Expertise
Rachel Howe, CRPC®
Vice President of Operations +
Wealth Advisor
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5+ Years of Experience
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Multifaceted Expertise
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Client-Centric Guidance
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Strategic Planning
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CRPC conferred by College for Financial Planning
Strategic Partner
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit lpl.com.
