Welcome to Academy Capital Partners

We are a team of both military veterans and veterans of the financial services industry, dedicated to helping business owners and successful professionals navigate the complex world of financial planning, by approaching each financial plan with the end in mind. Planning is a life-long process, and we are committed to working with you every step of the way. We will monitor your plan and meet regularly to update and adjust the plan as circumstances change. Our belief is that only through an ongoing relationship that we can help empower you to realize and achieve financial security.

We’re top ranked by Forbes

Forbes has recognized Alex Lerda-Plog as one of the top financial security professionals in Idaho. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This wouldn’t have been possible without you.

Forbes Top Financial Security Professionals list (July 2025), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 12/31/2024. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.