Your legacy is our top priority

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.

Meet Our Team

Our advisors come from different backgrounds and seamlessly work together to ensure a great end-to-end experience for you.

Anthony Whitbeck
CEO, M&A Coach

Tony began his career as an advisor in 1989. He later transitioned to the coaching role and has helped over two hundred practices achieve their goals. He specializes in succession planning for both internal and external transitions.

Stephen Bratta
CFO, M&A Coach

Steve became an advisor coach in 2005 after several years as the business manager for one of the country’s largest financial advisory practices. He works with independent advisors and RIAs to help them scale their business models.

Nicholas Tucker
COO, M&A Coach

Nick Tucker works with advisors in the transition process by helping them design an ideal client hand-off. Nick has been in the financial services industry for more than twenty years and is an expert at building systems that lead to success.

Todd Doherty
Vice President

Todd Doherty is an M&A Expert with a special focus on growing practice value. He helps advisors through all aspects of succession and transition planning. Having owned businesses himself, he is able to help advisors make solid decisions.

Alan Salomon
CPA/ABV, CVA

Alan Salomon is a CPA and owned his own public accounting firm for 14 years. He specializes in appraising businesses for buy/sell agreements, estate tax, divorces, business start-ups, and shareholder/owner disputes.

Travis Liedke
Valuation Analyst

Travis Liedke works with our valuations team to gather, analyze, and deliver valuation results to advisors. With over 8 years of experience in the financial advisory industry, Travis understands the needs of advisors and expertly guides them on what they can do to improve practice value.

John Sullivan
M&A Coach

John Sullivan helps practices develop long-term internal and external succession plans. He facilitates the interview process for potential successors and helps to develop communication plans for the transition period.

Shennandoah Connor
VP of Revenue Operations

Shennandoah Connor works closely with all team members to ensure a quality customer experience while driving growth for the firm. She also leads and manages our strategic partnerships with our Broker Dealer firms, lenders, and other industry partners.

Marie Tysick
Operations Manager

Marie Tysick ensures that our Advisor Legacy clients have a seamless experience. She coordinates the sales process from start to finish, working with the seller and prospective buyers in addition to our team.

Jill Doherty
Relationship Manager

Jill Doherty provides support to our team with Business Valuation review scheduling and follow up, various other M&A services, and in response to related inquiries. She contributes a high level of service through her interactions with advisory practices as well as behind the scenes.

Rhegan Jones
RevOps Specialist

Rhegan Jones assists with configuring and managing our tech stack and supporting Revenue Operations initiatives. She brings a passion for data and analytics, which helps our team provide a more personalized and seamless client experience to our advisors.

Get Started Today

Complete our Quick Practice Value Estimator and begin taking action to plan your future.

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.