Greenville, SC Broadus Avenue Office

Family Legacy, Inc. provides discretionary portfolio management and financial planning to individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages roughly $377 million across about 240 client relationships and operates with a six-advisor team.

The firm’s investment approach favors long-term, generally conservative portfolios that seek a blend of income and capital appreciation through high-quality, large-cap stocks supplemented by bonds, REITs, no-load mutual funds, and ETFs. Family Legacy uses written investment policy statements, offers individually managed accounts for larger clients and model asset-allocation portfolios for smaller accounts, and monitors and adjusts allocations periodically to reflect client risk tolerance and circumstances; tax-managed strategies are emphasized primarily in individually managed accounts.

A distinctive feature is the firm’s affiliation with a CPA practice and the recent addition of an in-house insurance affiliate, which enables coordination of investment advice with tax and insurance services under separate client agreements—an organizational linkage that is uncommon among comparable team firms. The firm’s owners hold accounting and financial planning credentials, it will act as trustee or personal representative when requested, and it uses major custodial platforms and third-party proxy services for trade execution and shareholder voting.