A complete list of active advisors currently associated with Legacy Path Advisors LLC
Warmer can help you find a great advisor at Legacy Path Advisors LLC or one who fits your needs even better.
The firm provides discretionary and non‑discretionary investment management integrated with financial planning, one‑time and project‑based planning engagements, and a focused retirement review specifically described for clergy. It also offers hourly consulting to other investment professionals and conducts educational seminars and speaking engagements for groups. The firm’s investment approach emphasizes asset allocation as the primary driver of portfolio outcomes, using passive, low‑cost mutual funds and ETFs to build broadly diversified, tax‑aware portfolios and favoring asset location to manage tax impacts. Portfolio construction is tailored to each client’s Investment Policy Statement and the firm will act under discretionary authority when granted by clients. Noteworthy features include the provision of seminars and paid or pro‑bono speaking engagements and explicit hourly consulting services for other advisors, both of which are uncommon among firms in this category. The brochure also discloses a clergy‑oriented retirement checkup and that the principal maintains a substantive outside finance role with a ministry organization, a background the firm highlights as relevant to its niche work and client focus.
To learn more about the advisors currently working at Legacy Path Advisors LLC, 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 |
|---|---|---|
Gallatin, TN
| 9
|
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