300 East Esplanade Drive
Acosta Wealth Management is a full-service financial planning firm, founded and managed by Abiel Acosta, CFP®, CBEC®. Our mission is to create long-lasting relationships that demonstrate our dedication. We take a personal approach with our clients and pride ourselves on transparency. At Acosta Wealth Management, we believe that it is not only our responsibility to help you make the most of your income and assets, but also to encourage you to make the most of your life. As your trusted financial advisor, we create a plan for your future designed to achieve this objective.
We are associated with Lincoln Financial Advisors Corp., a division of Lincoln National Corporation and Fortune 500 financial services company that offers a broad range of financial products and services. Our affiliation with Lincoln Financial Advisors provides depth, stability, and valuable resources to our advisors and clients.
At our firm, our clients receive the benefits of two worlds: the experience and financial stability of a long-standing financial institution and the individual service that comes from having a personal financial advisor.
As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.
We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.