Don’t Just Build A Practice

Build a legacy

We give financial advisors the help they need - and only what they need - to overcome hurdles, achieve goals, and create their advisor legacy.

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Advisor Services

From valuations and deal support, to executive coaching and practice management, we’ve got what you need for every stage of your career.

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Advisor Resources

Access our full catalog of articles, white papers, case studies, webinars, and resources on a variety of topics critical to financial advisors.

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Partner Firms

Learn how we work with Broker Dealers and other partner firms to support their advisors with education, special pricing, and custom solutions.

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Book A Call

Schedule a free, no-obligation call with a member of our team to talk through your current challenges, goals, and next steps. Whether you’re just starting to explore entity formation or you're in the middle of a complex transition, we’re here to offer honest, helpful guidance.

Take The Free Quick Practice Assessment

In just 15 minutes, this simple yet powerful survey will give you a clear picture of how your practice is performing in key areas. Once completed, you'll receive a complimentary 30-minute coaching call with one of our experts to review your results. We'll help you uncover opportunities, address blind spots, and identify practical next steps to move your business forward — all at no cost, and with no obligation.

"Advisor Legacy analyzed our client base, our investment practice and our individual strengths and weaknesses and provided a disciplined methodology for client management. Their tracking tools have led to consistent growth in both our client base and assets under management."

Marjorie Larson, CFP®
Certified Consulting Services, RIA

"Advisor Legacy has done for us what we do for our clients every day. We believe that balanced planning leads to balanced living, and we focus our company’s efforts on helping our clients in this way. Now that we are working with Advisor Legacy, my team and I can enjoy a better quality of life too."

Andy Huggins, CFP®
Private Wealth Advisor

"I don’t know where I’d be without Advisor Legacy. They’ve been a part of pivotal moments in my practice. I’m also more productive, more efficient, and not running myself ragged. They’ve just been vital to the success of my practice."

Brian Britt CFP®
Private Wealth Advisor

"It has been comforting and empowering working with Advisor Legacy. They don’t just step in with solutions first. They lead, teach, coach and encourage us to solve the problems ourselves."

Craig Donowho CFP®
Private Wealth Advisor

"We had an IDPA done for our practice and followed it up with ongoing practice management coaching. Advisor Legacy provided us with a detailed report and an action plan for making improvements. Advisor Legacy is truly a full-service company, and we know that they can help us with all aspects of practice management and growth opportunities."

Terri Fischer
Office Manager