Acadia Legacy Group, LLC (“Adviser”) registered as an investment adviser in 2017 and provides financial planning and asset management services. The Adviser is owned by Scott Snyder. Mr. Snyder has been active in the industry since 1996. The Adviser offers consulting services and personalized investment management services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The Adviser is a fiduciary and is required to act in a client’s best interest at all times. Financial Planning Services We provide Financial Planning services which include, but are not limited to, estate planning, financial and retirement planning, insurance, taxes, investment strategies, and analysis of a client's financial assets with recommendations for the selection and positioning of assets. The nature and scope of services are decided at contract signing. As services are provided, consideration is given to each client's risk tolerance, income needs and short- and long-term financial objectives and restrictions. Financial Planning Services result in a report being provided to a client which may be in writing if requested by the client. While services are being provided, clients are free to meet with their adviser at any time. Clients decide which investment recommendations to accept and implement. Clients are also free to select any brokerage, insurance or other product provider to purchase (or sell) the investments, insurance, or other products discussed with us. We do not guarantee results, and losses can occur from receiving Financial Planning services. Changes in client's financial condition, personal circumstances, goals, or general economic conditions may trigger changes to the advice provided by us. To the extent that material changes have occurred to a client's circumstances or goals, or to the extent a client requests us to address a new project, the client may be asked to sign a new Financial Planning Retainer Agreement. All Financial Planning services advice is based on information provided by the client. It is the client's responsibility to be certain that we have current and accurate information. Asset Management Services We also offer Asset Management Service on a discretionary basis. This service begins with us assisting each new client in defining the client's investment objectives. We then manage the client's assets in a manner consistent with those objectives. Asset Management Services usually include ongoing supervision of investment assets such as mutual funds, stocks, bonds, exchange-traded funds, warrants, municipal securities, government bonds, and cash and cash equivalents. Clients receive a written report of securities in their managed portfolio each quarter from the Custodian. The initial investment and asset allocation recommendations are based on the financial information gathered from each client including net worth, risk tolerance, financial goals and objectives, investment restrictions requested by the client and overall financial conditions. Based on this information, each client is provided with initial investment recommendations designed to provide an appropriate asset mix consistent with the client’s objectives and restrictions. The client’s portfolio and its performance are

monitored by us in light of the client’s stated objectives and restrictions. The frequency of these reviews and transactions made for a client’s account are determined by us. We typically meet with the client on an as-needed or as-requested basis to discuss the portfolio and other aspects of the service. Clients are free to contact and/or meet with us at any time if they have questions about their accounts. As a general rule, we believe that investing is best suited to those who believe in a long-term, buy-and- hold policy. Therefore, clients should not expect frequent investment changes in the portfolio. However, as a result of monitoring the account, investment purchases and sales will be made. Investments are not held by the Adviser. Instead, all investments managed by the Adviser are usually held at the brokerage firm ("Custodian") through which transactions are placed. The Adviser does not assure or guarantee the results of its Asset Management Services; thus, losses can occur from following our advice pertaining to any investment or investment approach, including using conservative investment strategies. All advisory services are tailored specifically to the individual needs of the clients as described within each service above. Clients may impose restrictions on investment in certain securities or types of securities. The Adviser shall never have physical custody of any client funds or securities, as the services of a qualified and independent Custodian will be utilized for these asset management services. Family Office Services Subject to the mutual agreement between the client and the Adviser, and only when the needs and complexities inherent in a specific client situation merit it, a separate agreement for family office services may be contracted between the client and the Adviser. The breadth and form of family office services varies widely according to the uniqueness of each client situation. These may include but are not limited to administrative support, trust management services, consulting on separately owned businesses or flow-through entities, entity management training and coordination, family governance and decision making, cash and liquidity management across multiple entities, 1031 exchanges, possible use of business property for charitable donations, and other issues which do not fit accordingly under the investment management or financial planning services provided by the Adviser. Since the list of specific items included in this category varies widely according to each client’s specific situation, each client will have a separately negotiated agreement more specifically identifying these services and a mutually agreed upon annual retainer fee. Services in this category can be very difficult to predict in timing, nature, and complexity, and are often subjective according to client preference for support, advice and assistance across various financial needs. The Adviser reviews all family office services agreements periodically, not less frequently than annually, to ensure the client’s best interests and the Adviser’s fiduciary responsibility to the client are adequately captured in the details of the agreement. The Adviser does not offer or participate in a wrap fee program. As of December 31, 2023, the firm manages $110,362,435 in client assets on a discretionary basis.