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RIA · CRD 309270State-Registered Investment Adviser

Updated:

Acadia Financial Services, LLC

Acadia Financial Services is an investment advisory firm doing business in the Commonwealth of Virginia and other jurisdictions where exempt.

Overview

Acadia Financial Services is an investment advisory firm doing business in the Commonwealth of Virginia and other jurisdictions where exempt. The firm helps individuals and families make intentional decisions that can lead to clarity and confidence in their finances. It works with clients through life’s transitions to achieve financial contentment and a more peaceful future, including personalized planning and military and veterans tax, benefits, and retirement expertise.

General information

Location

Region

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Country

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City

Burke

Corporate office

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Principals

William P. Jensen

CFP®, EA, CKA® — Financial Planner and Tax Advisor

Mary E. Jensen — Client Relations Manager

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