Our Team

Raffaele graduated from Gettysburg College with a degree in economics. He has previous experience in the industry at Merrill Lynch and other investment advisory firms where he served as an analyst and head trader. He founded Legacy Financial Advisors with a single conviction: that every client deserves a fiduciary advisor who treats their wealth with the same care he gives his own. After years observing how commission structures and proprietary products created conflicts of interest at larger firms, he built LFA as a fully independent, fee-only RIA — where the only obligation is to you.

As your primary advisor, Raff personally manages every client relationship. You will always speak directly with him — never passed to a junior associate or a call center. He deliberately limits the number of client relationships he accepts so that each family receives genuine, senior-level attention: proactive outreach, annual comprehensive reviews, and direct access whenever questions arise.

Raffaele specializes in retirement transition planning, business owner exit and succession strategies, estate coordination, and tax-efficient portfolio management for high-net-worth Maryland families and professionals.