A complete list of active advisors currently associated with Family Legacy Planning

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

Family Legacy Planning serves individual investors (including high‑net‑worth clients) as well as retirement plan sponsors and other business entities, offering portfolio management, written financial planning (full and modular) and retirement‑plan consulting and fiduciary services. The firm also provides implementation through managed accounts and delivers educational seminars and workshops to the public, employers, family foundations and plan participants. FLP’s investment process emphasizes a value‑oriented, primarily long‑only approach combined with tactical and strategic asset allocation, and it tailors written plans and ongoing advice to each client’s objectives and risk tolerance. For discretionary management, FLP delivers client accounts through the AE Wealth Management program, using model managers and sub‑advisers (with custodial and execution services provided via major custodians) while retaining responsibility for due diligence and client communication. Noteworthy relative to peers, FLP participates in a wrap‑fee, model‑manager platform arrangement — a structure relatively uncommon among similar small advisory firms — and routinely offers no‑cost seminars and workshops to groups and the public. The brochure also discloses that some firm representatives are licensed insurance agents who may implement insurance or annuity recommendations in a separate capacity, a dual role and potential conflict the firm describes and addresses in its policies.

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