A complete list of active advisors currently associated with Legs Financial

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

The firm provides financial planning and investment management primarily to families caring for individuals with disabilities, and also works with working professionals and retirees. Services include ongoing and project-based financial planning, coordinated special needs planning (special needs trust coordination, ABLE account strategy, public benefit preservation, trustee and guardian coordination), and portfolio management across stocks, bonds, mutual funds, and ETFs. Legs Financial employs a whole-family, two-lifetime planning framework that integrates investment strategy, estate planning, tax considerations, and public-benefit preservation to help maintain eligibility for means-tested programs. Investment implementation is largely passive and allocation-driven, with portfolios built from index funds and ETFs, client-imposed restrictions accommodated, and advisory engagement offered via tiered ongoing subscriptions or scoped project engagements. The firm is fee-only but, unlike most peers, does not use percentage-of-assets billing and instead charges flat annual or fixed project fees for advisory services. Notable distinctions include an explicit specialization in special needs planning supported by relevant professional credentials, active community leadership and sponsorships within the disability services space, and documented use of AI tools for internal operations under strict protocols that prohibit submitting client PII or delegating advisory decisions to AI.

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