Current Job Openings

Are you an outstanding CFP®, CPA, or administrative professional? We always like to keep an eye out for new talent for our team.  Feel free to submit your resume below.
 

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services

Family Legacy takes a holistic approach to financial management, advising clients on various aspects of wealth, business and estate planning.

 

multi-family office

Managing estates, trusts and generations.

LEARN ABOUT MULTI-GENERATIONAL FINANCIAL PLANNING

multi-family office

Managing estates, trusts and generations.

LEARN ABOUT MULTI-GENERATIONAL FINANCIAL PLANNING

widowed or divorced?

Financial planning when life shifts.

LEARN ABOUT FINANCIAL PLANNING IN DIFFERENT LIFE STAGES

widowed or divorced?

Financial planning when life shifts.

LEARN ABOUT FINANCIAL PLANNING IN DIFFERENT LIFE STAGES

Invest for What Matters

"Sound planning and prudent living allow for a freedom of expression and a profound depth of relationship with family and friends. We seek to help all of our clients live in a space of abundance. In a word, most people eventually come to the understanding that financial independence provides them with freedom."

-- Christopher A. Brown, CPA, PFS, CFP®

LET'S GET STARTED

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