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Defining Legacy Advisors

Updated today

Client AUM

$13,611,284

Clients

38

Advisors

1

of 1 employees

About

Defining Legacy Financial Advisors LLC serves individual and high‑net‑worth clients with discretionary investment management, comprehensive and limited‑scope financial planning, and personal tax return preparation. The firm also assists clients in selecting and monitoring third‑party outside managers and delivers written financial plans addressing retirement, estate, insurance, business planning, and cash‑flow topics.

The firm employs a blend of passive and active management and constructs portfolios around asset‑allocation targets set in individualized Investment Policy Statements. Investment analysis draws on fundamental, technical, cyclical, and charting techniques, and accounts are reviewed periodically with the ability for clients to impose reasonable trading restrictions.

Noteworthy for a one‑advisor independent practice, the principal maintains an insurance producer license but discloses that he no longer sells insurance products and will not sell them to clients. The firm also combines financial planning and investment management into an integrated engagement and arranges client tax return preparation through a third‑party provider, offering services that are more consolidated than is typical for a solo advisory practice.

Client services

Financial planning Portfolio management Selection of other advisers Tax preparation services

Expertise

General retirement planning Cash flow / budgeting Business exit / sale strategy

Occupation focus

Founder/Business Owner Retired

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Fee options

Percentage

$0 - $250,000: 1.00% $250,001 - $500,000: 0.80% $500,001 - $1,000,000: 0.70% $1,000,001 - $2,000,000: 0.60% $2,000,001 - $4,000,000: 0.50% $4,000,001 - $8,000,000: 0.40% $8,000,001+: 0.30%

Other

Fee-only: Fixed fees between $500 and $10,000 based on complexity and client needs

Main office

Greensboro NC

Advisors at this office

1

Most active in

Georgia · North Carolina · South Carolina

Also doing business as

Defining Legacy Advisors · Defining Legacy Financial Advisors LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Matt J

CFP®

Greensboro, NC

Defining Legacy Advisors

We’re built for families! We focus on bridging generations to connect families and their finances. As Baby Boomers, you created more wealth than any generation before you. Now in your retirement years, the economic expansion that aided your careers doesn’t feel as robust. You worry about your savings lasting a lengthy life expectancy. You also worry that your children and grandchildren will be the first generation to not have it better than the generation before them. Our goal is to solve both problems. Our structure allows us to provide the same great advice whether you have a lifetime of savings or you are just starting out. That means we can work with multiple generations, and where appropriate, find opportunities to coordinate across generations while maintaining privacy and independence. I am a millennial myself with over a decade of experience helping retirees with personal finances. That combination of youth and experience gives me an advantage over many of the advisors out there. My youth, to retirees, means I am likely to be around for the entirety of your retirement. All those plans you made with your advisor, will be executed by the advisor that helped you plan them. If that includes an inheritance, good news because I want to work with your heirs too! To a younger generation, you get an advisor you can relate to who doesn’t treat your problems as less significant because you don’t have the same level of assets. Just because I’m young, doesn’t mean I’m green! I was previously the Practicing Partner of a wealth management firm focused solely on retirees. As the lead portfolio manager, I oversaw almost $500 million in client portfolios. That experience means I’ve guided and advised clients through every stage of a successful retirement. It also means I know what a successful retirement looks like. As I’ve always said, best laid plans begin with the end in mind, so my experience serves just as well early in your journey to financial independence. I started my own firm because I saw an increasing need to reconnect families and their finances. Grandparents are providing child care, children are providing elderly care, and everyone is chipping in to pay for education. As much as ever families need each other, and our program is specifically designed to be prepared when they do.

General retirement planning Founder/Business Owner Retired Young Professionals
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