Our Team

Each member of the Family Legacy team is passionate about helping our clients find financial peace of mind. From investment strategy to tax advice, from estate planning to managing trusts, our team has decades of experience providing sound advice and strategies tailored to each individual client.

services

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

 

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

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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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