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Our Story

Helping Advisors Build, Live, and Leave a Legacy.

Advisor Legacy exists to help financial advisors build stronger firms, live with greater freedom, and prepare for the future with clarity and confidence.

What began as a practice management and consulting firm has evolved into a partner for advisors who want to create more than a successful practice — they want to build a firm that lasts.
A Legacy of Guiding Advisors Forward

Built to Help Advisors Move from Practice to Legacy Firm™.

Advisor Legacy is a 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 valuations, succession planning, continuity solutions, coaching, and deal support that empower advisors to design sustainable and intentional legacies.
Advisor Legacy Web images
What Guides Us

Our Mission, Vision, and Evolution

We believe every advisory firm deserves a clear path forward, whether the advisor is
growing, building leadership depth, protecting clients, or planning for a future transition.
Founded

Built from Practice Management Roots

Founded in 2005 as Key Management Group, our work began with helping advisors manage, grow, and strengthen their practices.

Evolved

Expanded Around Advisor Needs

As the industry changed, we expanded into valuation, succession planning, continuity support, practice sales, and coaching.

Today

Advisor Legacy

Today, we help advisors build firms with structure, value, leadership, and continuity — firms designed to support life and endure over time.

Our Values

The Principles That Guide the Work

Our values shape how we serve advisors, support teams, and help firms move forward with clarity and confidence.

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 more than words. They are how we help advisors build firms worth leading, living with, and leaving well.


-Advisor Legacy
WHAT ADVISORS SAY

Advisors Who Built Their Legacy

These are real advisors who worked with Advisor Legacy to build stronger firms, live
with more clarity, and leave on their own terms.
❝
David H.
David H.
Independent Financial Advisor

Working with Advisor Legacy gave me clarity on what my practice was actually worth — and a roadmap for what came next. They understand this industry in a way most consultants simply don’t.

❝
Aubrey Herman
Aubrey Herman
Wealth Manager

The coaching process changed how I see my role in my own firm. I stopped being the bottleneck and started being the architect. That shift has been transformational.

❝
Marjorie Larson, CFP®
Marjorie Larson, CFP®
Retiring Practice Owner

Advisor Legacy walked us through the entire transition — valuation, deal structure, and close. They protected our clients and our team every step of the way.

❝
David H.
David H.
Independent Financial Advisor

Working with Advisor Legacy gave me clarity on what my practice was actually worth — and a roadmap for what came next. They understand this industry in a way most consultants simply don’t.

❝
Aubrey Herman
Aubrey Herman
Wealth Manager

The coaching process changed how I see my role in my own firm. I stopped being the bottleneck and started being the architect. That shift has been transformational.

❝
Marjorie Larson, CFP®
Marjorie Larson, CFP®
Retiring Practice Owner

Advisor Legacy walked us through the entire transition — valuation, deal structure, and close. They protected our clients and our team every step of the way.

❝
Andy Huggins, CFP®
Andy Huggins, CFP®
Advisory Practice Owner

I had no idea how to value what I'd built. After the valuation process, I felt confident for the first time — about the number, and about what to do with it.

❝
Brian Britt, CFP®
Brian Britt, CFP®
Independent Advisor

The PracticeProtect program gave me — and my clients — peace of mind. Knowing there's a plan if something unexpected happens is something every advisor should have.

❝
Craig Donowho, CFP®
Craig Donowho, CFP®
Practice Seller

From deal structuring to close, the Advisor Legacy team was there. They understood the emotional side of transition just as much as the financial side. That made all the difference.

❝
Andy Huggins, CFP®
Andy Huggins, CFP®
Advisory Practice Owner

I had no idea how to value what I'd built. After the valuation process, I felt confident for the first time — about the number, and about what to do with it.

❝
Brian Britt, CFP®
Brian Britt, CFP®
Independent Advisor

The PracticeProtect program gave me — and my clients — peace of mind. Knowing there's a plan if something unexpected happens is something every advisor should have.

❝
Craig Donowho, CFP®
Craig Donowho, CFP®
Practice Seller

From deal structuring to close, the Advisor Legacy team was there. They understood the emotional side of transition just as much as the financial side. That made all the difference.

Ready to Build Your Legacy?


Whether you are growing, restructuring, preparing for continuity, or planning a future transition, Advisor Legacy can help you move forward intentionally.

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