A complete list of active advisors currently associated with LegaTrust Financial Advisors, Inc.

Warmer can help you find a great advisor at LegaTrust Financial Advisors, Inc. or one who fits your needs even better.

LegaTrust provides investment advisory and financial planning services to a mix of individual clients, high‑net‑worth households, trusts and estates, as well as small businesses and charitable funds. The firm also accepts employer retirement plans, including 401(k) and other pension or profit‑sharing plans, and offers business and other consulting engagements and stand‑alone financial planning when requested. The firm follows a consultative process to build portfolios tied to client goals and risk profiles, using a combination of strategic asset allocation and tactical adjustments, ongoing monitoring, and periodic rebalancing. LegaTrust incorporates third‑party tools and research — including Nitrogen for risk profiling, a range of signal providers, and the eMoney platform for consolidated reporting — and uses multiple analytic methods (fundamental, quantitative, technical and qualitative) in its advice. What is distinctive relative to many peers is the mix of services: in addition to customary percentage‑of‑AUM management, LegaTrust offers flat or subscription‑style fee arrangements and provides retirement plan consulting and pension‑related services for plan sponsors, with the ability to accept ERISA fiduciary appointments. The firm and some employees are also licensed to sell life, disability and long‑term care insurance and may receive commissions on those sales, creating an advisory model that combines institutional retirement work, insurance brokerage activity, and holistic financial planning.

To learn more about the advisors currently working at LegaTrust Financial Advisors, Inc., 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.