Protect What You’ve Built. Grow What Comes Next.

Legacy Financial Advisors is an independent, fee-based wealth management firm serving Maryland families, executives, and business owners with $500,000 or more in investable assets. We provide institutional-quality investment management, comprehensive financial planning, and strategic advisory — all built around your goals, your timeline, and your legacy.

As a fiduciary firm, we are legally obligated to act in your best interest — always. Your dedicated advisor will know your name, your family, and every dimension of your financial life. We keep our client base intentionally small so you always receive the focused, proactive guidance your wealth deserves.

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Our services.

  • Screenshot of a digital trading platform showing a Bitcoin price chart with red and green candlesticks, price data, and buy/sell options.

    Investment Management

    Customized Asset Allocation, Portfolio Design & Management, Capital Gains, Loss Harvesting, & Tax-Efficient Investment Strategies, Values-Based Investment Integration, Account Aggregation & Reporting…

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    Financial Planning

    Comprehensive Retirement Planning, Cash Flow, Budgeting Strategies, & Emergency Fund Planning, Roth Conversion & RMD Withdrawal Strategies, Mortgage & Debt Review, Social Security Optimization…

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  • Retirement Plan Advisory Services

    Employer Sponsored Retirement Plan Co-Fiduciary Services, Cash Balance, & Combo Plans, Non-Qualified Plan Consulting…

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    Business Consulting

    Strategic Business Planning & Execution, Organizational Structuring & Operational Guidance, Financial Forecasting & Budgeting Assistance, Merger & Acquisition Consulting, Succession & Exit Planning…

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  • A man carrying two young girls in a grassy field with red flowers and trees in the background, another child walking away in the distance.

    Estate & Wealth Transfer Planning

    Wills, Trusts, & Taxability-Optimized Inheritance Planning, Power of Attorney, Charitable Giving & Education Savings Strategies…

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