R. Logan Waters, CBEC®
Financial Planner
Logan Waters, Principal of Waters Wealth Consultants, offers business and enterprise financial planning, personal financial planning and investment management to business owners and families. Logan also consults with other professional advisors to help serve the various needs of their clients. Waters Wealth Consultants is an affiliate of Academy Financial, Inc. Logan shares Lincoln Financial’s “Serve First” philosophy, which means that he approaches clients with all the human understanding possible with one desire: to do the best job he can for that client. Logan joined the Waters Wealth Consultants practice in 2010, and later purchased the business in 2016 from his father, Bob Waters. They are a family business that specializes in working with other family businesses.
Areas of Expertise
Business Succession Planning
Retirement Planning
Estate Planning
- Wealth Management
Mission
“Acta Non Verba” - Deeds not words. We treat our clients’ wealth and planning needs as if it was our own and act as a catalyst to accomplish their goals from a cross disciplinary perspective.
Personal Information
Logan resides in Richmond, VA with his wife , Caryn, and children, Harrison and Libby. He is an avid golfer and a participant in the Richmond City Squash league.
Community Involvement
Logan participates in volunteer work and makes contributions to the American Heart Association, The Community Foundation of Central VA, and the American Red Cross. He is also a board member of RVA Pulse, an affiliate board of the American Heart Association.
Professional Involvement
Logan is a member of The Resource Group (TRG), an invitation-only nationwide network of the top 200 planners within Lincoln Financial Advisors. He is also a member of the Professional Advisor Council for the Central VA Community Foundation and a member of the Next Estate Planning Group organized by the Central VA Community Foundation.
Certifications
FINRA Registrations: Series 7 and 66
Life and Health Insurance Licensed
- Certified Business Exit Consultant (CBEC) designation
Education
Bachelor of Science, James Madison University