Akademeia Financial & Private Wealth Management provides institutional-grade counsel to foundations, endowments, and the private clients who lead them — guided by fiduciary discipline, generational perspective, and a genuine commitment to stewardship.
I started Akademeia Financial & Private Wealth Management because I believe wealth management should be personal, principled, and built for the long run — not just the next statement cycle. My own path, from a football scholarship at Ball State to more than a decade guiding clients through Edward Jones and Raymond James, to founding this practice, has convinced me that the best financial advice starts with understanding a person's whole story: where they came from, what they value, and what they hope to leave behind.
Whether you're a teacher approaching retirement who simply wants a steady, trustworthy hand on your savings, or a business owner or multi-generational family navigating complex wealth, my approach is the same: strategic financial guidance blended with genuine service, transparency, and education. I've had the privilege of helping steward more than a quarter-billion dollars in institutional assets through my board and investment committee work across Northeast Indiana — and I bring that same rigor and care to every client relationship, regardless of account size.
My commitment to you is simple: to remove barriers to opportunity, to help you build something that lasts, and to be an advisor you can trust with the next chapter of your life.
— Davyd J. Jones, Founder
Akademeia works across the full spectrum of wealth — because the teacher planning her last decade of work deserves the same rigor as the family office managing a business sale.
You've spent a career serving others and saved diligently along the way. Now you need a steady, trustworthy hand to help translate savings into reliable retirement income — and someone who will explain every step in plain language.
Your business is your largest asset and your family's future. We help you separate personal and business wealth, plan for succession, and build liquidity outside the business itself.
You're thinking beyond your own lifetime — about how wealth is transferred, taxed, and stewarded by the next generation. We build plans designed to hold up across decades, not just market cycles.
Drawing on direct experience chairing and serving on investment committees overseeing tens and hundreds of millions in assets, we support boards and nonprofits with disciplined, fiduciary-minded investment oversight.
Every engagement begins with a complete understanding of your financial life — then builds a coordinated strategy across all six disciplines.
Investment policy development, asset allocation oversight, manager evaluation, and fiduciary education for foundations, endowments, and nonprofit boards.
Customized, goals-based portfolios built around your time horizon, risk tolerance, and values — with ongoing, transparent oversight.
Social Security timing, required minimum distributions, and reliable income strategies designed to make your savings last as long as you do.
Coordinated strategies across accounts and asset types — including tax-efficient income planning — built alongside your tax and legal professionals.
Guidance for business owners and multi-generational families on succession, education planning, and passing on more than just assets.
Davyd's board and investment committee service reflects the same fiduciary discipline he brings to individual client portfolios.
Accredited Asset Management Specialist (AAMS), College for Financial Planning
FINRA & SEC Registered — Series 7, 66, 6, 63
Licensed for life & variable annuity insurance products in multiple states
M.S., Financial Economics, Ohio University · B.S., Finance & Business Management, Ball State University
A selected record of civic and institutional leadership across Northeast Indiana.
These calculators use current IRS figures for the 2026 tax year and are provided for illustrative, educational purposes. They are not a substitute for personalized advice — let's review your specific numbers together.
Uses the IRS Uniform Lifetime Table. If your spouse is your sole beneficiary and more than 10 years younger, a different table applies — please consult us directly. Inherited IRAs follow separate rules.
Based on 2026 IRS tax brackets and standard deductions (Rev. Proc. 2025-32). Estimates ordinary federal income tax only — excludes state tax, FICA, NIIT, AMT, and credits. Not a substitute for a full tax projection.
Illustrative only; combines federal marginal rate with the flat Indiana rate as an approximation and does not account for the SALT deduction cap, AMT, or county income tax. Long-term capital gains and qualified dividends are generally taxed at preferential 0% / 15% / 20% federal rates (2026 thresholds), not at ordinary income rates — ask us which applies to your specific income mix. Municipal bond interest may still affect Social Security taxation and Medicare IRMAA even though it is federally tax-exempt.
2026 limits: Traditional & Roth IRA contribution limit is $7,500 ($8,600 age 50+). Roth eligibility phases out $153,000–$168,000 (Single/HoH) and $242,000–$252,000 (MFJ); $0–$10,000 (MFS). Traditional IRA deductibility may be separately limited if you (or your spouse) are covered by a workplace plan — ask us to review your specific situation.
Hypothetical, for illustrative purposes only. Assumes consistent monthly contributions and a constant rate of return, which is not how markets actually behave. Does not reflect fees, taxes, or inflation. Investing involves risk, including possible loss of principal.
LPL Account View gives you secure, real-time access to your portfolio, whether it's held directly at LPL or networked through Akademeia Financial & Private Wealth Management.
New to Account View? Contact our office and we'll help you get set up.
Timely thinking on markets, tax law, and planning — curated for Northeast Indiana investors.
Why the age you claim Social Security can matter as much as how much you've saved — and how to weigh it against other income sources.
A look at this year's inflation-adjusted brackets, deduction amounts, and retirement contribution limits — and where planning opportunities may exist.
Practical first steps for families beginning to think about generational wealth transfer, from beneficiary reviews to trust conversations.
