A complete list of active advisors currently associated with Family Legacy Advisors, LLC

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

Family Legacy Advisors provides ongoing portfolio management and related financial planning services to individuals, charitable organizations, and business entities, preparing an Investment Policy Statement for each client and offering both discretionary and non‑discretionary management. The firm also may refer clients to third‑party advisers or platforms as part of its service model. The firm’s investment approach is grounded in modern portfolio theory and uses model allocations across mutual funds, ETFs, equities, fixed income, and real estate funds, employing both long‑term and short‑term trading based on client objectives and risk tolerance. The brochure notes the firm requires clients to custody accounts at specified custodians and discloses that it may receive research, services, and fee‑sharing from custodians and third‑party platforms. Notably, two of the firm’s principals are licensed attorneys and may provide legal services outside the advisory business, a relationship the firm acknowledges can create conflicts of interest and which clients are not required to use. The firm also reported $0 of assets under management as of December 2025 despite serving over 100 clients and four advisors, and it discloses practices—such as requiring specific custodians and not aggregating block trades—that may distinguish its operational model from many peers.

To learn more about the advisors currently working at Family Legacy Advisors, LLC, 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.