Advisor Legacy is a comprehensive M&A firm, helping financial advisors grow, protect and transition their practice. Our experts, with over 150 years of experience in the financial services industry, understand that your practice is more than a business – it is a legacy built on decades of developing meaningful client relationships.
We believe that for these types of sensitive transactions, advisors make better decisions when they have help. Which is why we utilize a personalized, consultative approach. We don’t just supply reports and numbers – we provide true understanding, strategy, and guidance. Helping financial advisors build and transition their legacy is what we do.