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 provides comprehensive wealth management, financial planning, and limited-scope financial consulting for individuals and high‑net‑worth clients, using third‑party managers and model portfolios to implement client strategies. The firm operates on a fee‑only basis and reported $0 in assets under management as of December 31, 2025. The firm’s investment approach emphasizes asset allocation and Modern Portfolio Theory, blending passive and active strategies and offering socially responsible investing on client request. It routinely uses model marketplaces and outside managers — including Altruist’s Model Marketplace, XYPN Invest, Schwab Model Portfolios, and the Castleview/aiAlpha platform — and generally provides discretionary management while permitting written client‑imposed restrictions and estate‑planning support through Trust & Will. What distinguishes the firm from many peers is its combination of an insurance‑industry affiliation and a strong veteran focus: the firm’s principal is a licensed insurance agent and serves as a senior advisor to a life insurance agency (the brochure notes no commissionable product sales), and the firm’s principal operates multiple veteran‑oriented organizations and holds several military/veteran financial credentials. The brochure also highlights a broad set of non‑advisory business activities and specialized credentials (including a blockchain/digital‑assets designation and federal retirement credentials), which together create a mix of services and expertise not typical for similarly sized independent advisers.
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 |
|---|---|---|
Fairborn, OH
| 0
|
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