It’s time to feel confident about your finances.
Are you feeling anxious or stressed about your retirement? Unsure if you’ll have enough money to last for 20, 30, or even 40 years? Worried about how inflation, market trends, and changes to Social Security could affect your plans?
You aren’t alone.
It’s normal—even expected—to have investment or retirement worries. A sound financial future is what everyone dreams about, yet few people take the steps to plan in advance to help secure it for themselves.
That’s where we come in. Legacy Private Wealth Advisors is your trusted guide through the world of finance, investments, and retirement. Your dedicated financial advisor will help you navigate your investments, compile your savings, and plan out a sustainable retirement so that you can embrace your retirement with confidence.
Working with Legacy Private Wealth Advisors
As an independent firm, we put your interests above all else.
Tactical Asset
Management
Your assets are managed by in-house professionals who proactively revise our models based on current market conditions and forecasts.
Hands-on
Education
Our goal is to educate our clients about their assets. You’ll always know where you’re at, what you’re invested in, and what’s coming next.
Independent,
Objective Advice
As an independent firm, we’re not beholden to Wall Street, corporate banks, or insurance conglomerates. We answer to one person—you.
Your Advisors and Team Members
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
Natalie Martindale
Client Services & Operations Manager
- 7+ years of experience
- BS in Actuarial Science, Bradley University
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
Check the background of investment professionals on FINRA’s BrokerCheck.