A complete list of active advisors currently associated with Defining Legacy Advisors

Warmer can help you find a great advisor at Defining Legacy Advisors or one who fits your needs even better.

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.

To learn more about the advisors currently working at Defining Legacy Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.