A complete list of active advisors currently associated with Financial Legacy Management, NC.

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

Financial Legacy Management, Inc. provides personalized financial planning and discretionary investment supervisory services to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. The firm offers ongoing advisory relationships, standalone financial plans, retainer and hourly engagements, and also provides accounting services to small‑business clients. The firm’s investment approach emphasizes strategic asset allocation with a core‑and‑satellite structure—using passively managed index and ETF positions as the core and selectively adding active managers—along with global diversification and documented investment policy statements; trades are generally executed under a limited power of attorney and accounts are reviewed at least quarterly. Financial Legacy integrates planning and portfolio work via net worth statements and tailored objectives, and generally requires a managed account minimum while allowing exceptions in select circumstances. Distinctive features include a small, CFP®‑credentialed leadership team that discloses an ownership interest in a separate accounting firm and the use of fixed‑scope planning engagements with set fee tiers, practices that are less common among peers of similar size. The firm also states it operates strictly on a fee‑only basis, does not accept commissions, and does not vote proxies on clients’ behalf, encouraging clients to compare custodian statements with its reports.

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