Your Legacy.
Our Purpose.
Legacy Financial Advisors is an independent, fee-based wealth management firm serving high-net worth families, executives, and business owners facing the decisions that matter most - retirement, business transitions, generational wealth transfer.
As a Registered RIA, we are legally obligated to act in your best interest. Always.
Our services.
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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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Estate & Wealth Transfer Planning
Wills, Trusts, & Taxability-Optimized Inheritance Planning, Power of Attorney, Charitable Giving & Education Savings Strategies…
