A complete list of active advisors currently associated with Financial Legacy Builders

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

Financial Legacy Builders is an independent, single‑advisor registered investment adviser that provides comprehensive wealth management and financial planning to individuals and high‑net‑worth clients. The firm offers discretionary portfolio management using third‑party managers and model portfolios, plus one‑time comprehensive plans and hourly financial consulting. The firm’s investment process emphasizes asset allocation and modern portfolio theory, blending passive and active strategies and implementing model portfolios and outside manager solutions available through third‑party platforms. Portfolios are tailored to client goals, risk tolerance, and any client‑imposed restrictions, and the firm may offer socially responsible investing options and estate‑planning coordination with outside professionals and technology services. A distinctive feature is the firm’s affiliation with a licensed insurance agency under common ownership and the adviser’s role as a licensed insurance agent who devotes roughly 25% of professional time to insurance activities and may receive commission compensation; the brochure discloses this conflict and states insurance purchases are optional. The firm is very small and recently established—reporting zero discretionary assets under management at the latest filing—and discloses multiple outside business activities (veteran services, coaching, and consulting) and a range of specialized credentials that may influence the scope of services and referral sources.

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

Name	Location	Years of experience
Steven Crane	Fairborn, OH	1

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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