The Family Legacy Approach

Coffee with Friends

In a world full of quick solutions and online interactions, we stand apart for our focus on relationships. We can’t advise you without getting to know you first, so our client relationships always begin with and continue with conversations. We want to understand what you’re saving for, what you’re planning for, what your goals are now and for decades in the future.

We understand that every person, every family is different, so our investment strategies, savings plans, retirement plans, estate plans and tax advice are tailored to each individual.

Once your personal legacy is in place, then you can focus on what truly matters. At Family Legacy, we’re proud to partner with clients to help them find the peace that comes from sound planning, prudent living and wise choices.
 

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Independent Advisors

Family Legacy, Inc. is not affiliated with national brands or products, so we are not focused on selling certain products or chasing commissions. Rather, each advisor’s goal is to truly listen to, respond to, and advise clients to best meet their unique needs.

We measure our success by our clients’ peace of mind.
 

Meet Our Team

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.

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multi-family office

Managing estates, trusts and generations.

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widowed or divorced?

Financial planning when life shifts.

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widowed or divorced?

Financial planning when life shifts.

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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, CEPA, CFP

LET'S GET STARTED

contact

Our advisors and accountants are ready to talk with you about your plans and goals. How can we help you create, preserve and pass on your legacy?

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