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

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

Family Legacy serves individual and high‑net‑worth families, with a client base focused on households planning for and transitioning into retirement. The firm provides financial planning and discretionary investment management alongside licensed insurance and annuity sales, and it is affiliated with a separate tax‑preparation company. The firm uses an active, model‑based investment approach driven by a proprietary risk‑tolerance system and an internal cross‑check; models vary by account size and can include ETFs, mutual funds, single‑name U.S. equities, managed‑outcome ETFs and options used primarily for risk mitigation. Family Legacy operates its services through a wrap‑fee program administered with a required custodian relationship and also offers discretionary oversight of held‑away retirement accounts via a technology provider. Compared with many team practices, Family Legacy is notable for sponsoring its own wrap fee program and for selling insurance products as a licensed producer (including occasional recommendations of fixed annuities), which the firm discloses as creating potential conflicts of interest. The firm is family‑run with a small team managing roughly $174.5 million for about 315 clients, maintains an affiliated tax consultancy, and periodically conducts client events and workshops tied to referral networks such as the Dave Ramsey community.

To learn more about the advisors currently working at Family Legacy Financial Solutions, 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.