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Legacy Choice
Legacy Choice
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Business Valuations

Comprehensive, data-driven valuations and comparative equity analyses to accurately price your practice, establish market benchmarks, and support informed decision-making.

Deal Support & Practice Sales

Comprehensive M&A guidance encompassing deal structuring, negotiation strategies, market listings, and transaction closings.

Practice Management & Assessments

Comprehensive systems, targeted coaching, and in-depth assessments designed to optimize operational efficiency and enhance advisory team effectiveness.

Continuity, Legal, Lending

Strengthen continuity through the implementation of formal continuity agreements, the establishment of legal entities, execution of enforceable legal contracts, and securing appropriate capital resources.

Our Story

A Legacy of Guiding Advisors Forward

 

Advisor Legacy is a premier coaching and consulting firm committed to helping financial advisors build, grow, and transition their practices with purpose. Backed by decades of industry expertise, we offer a comprehensive suite of services—including valuations, succession planning, continuity solutions, coaching, and deal support—that empower advisors to design sustainable and intentional legacies.

Whether your focus is on accelerating growth or preparing for a successful exit, Advisor Legacy delivers the guidance, resources, and confidence you need to navigate every stage of your business journey.
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Our Mission, Vision,
and Evolution

 

Advisor Legacy is driven by a mission to help financial advisors build, live, and leave a legacy—fulfilling our vision to improve the lives of both our clients and our team. We achieve this through a dynamic culture, a dedicated team of industry professionals, and best-in-class coaching and consulting services that support advisors at every stage of their career.

Founded in 2005 as Key Management Group, we have continually evolved to meet the changing needs of the financial advisory profession, rebranding as Advisor Legacy to reflect our singular focus on helping advisors protect and transition what matters most. We recognize that your practice is more than just a business—it is a legacy built on decades of meaningful client relationships.

At Advisor Legacy, everything we do is grounded in helping financial advisors build, live, and leave a legacy.
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Our Values

We Empower
People

We Listen, We Care,
We Serve.

We Do What We
Say We’ll Do.

We Practice Open,
Real Communication.

We Check Our Egos
at the Door.

We Constantly
Improve.

We Do the
Right Thing.

We Believe in People
and Their Dreams.

Our values are the cornerstone of both our culture and our strategy.
They guide everything we do and are essential to our success.
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Helping advisors build, live, and leave a legacy