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

Phone 804.253.1437
Fax 804.545.1560