You wouldn’t leave your clients’ legacy to chance. Why leave yours? Advisor Legacy removes all barriers to help you get done what you’ve been putting off. We offer unparalleled advice, superior value, and highly personalized service.
Your one-stop partner for a secure legacy
Advisor Legacy can help you through every stage of succession planning, from the first step to a successful outcome. We provide expert, independent consulting and comprehesive, personal support. Learn more about our full range of services.
The Advisor Legacy Difference
Advisor Legacy offers unparalleled experience, objective advice, superior value,
and highly personalized service.
PERSONALIZED
We understand this is about more than numbers – a lot is at stake. We’ll be there for you at every step to provide personal guidance through what can be an emotional process.
OBJECTIVE
Unlike the big financial firms, as an independent consultant our only priority is your legacy. As a result you’ll only receive objective, sound advice. Put our expertise to work for you!
EXPERIENCED
Benefit from our seasoned team’s knowledge and expertise. We’ve seen hundreds of transactions through from beginning to end and can help you navigate the process smoothly, avoiding setbacks and common mis-steps.
TRANSPARENT
We provide competitive value, transparent pricing, and an easy-to-follow plan. You’ll know what to expect at each step and how long the process will take.
Have Questions? No problem – We can help!
You can send us a contact form and we will ensure that the right person from our team reaches out to you. Or you can click on our live chat option (bottom right-hand of page) to speak with someone during normal business hours.