Anthony Whitbeck, CFP®, CLU®

Anthony "Tony" Whitbeck, CFP®, CLU®, is CEO and Owner of Advisor Legacy. He began his career as a financial advisor in 1989 and later shifted to coaching, where he’s guided more than two hundred advisory practices through growth, valuation, and succession. Tony leads Advisor Legacy’s certified third-party valuation engagements and coordinates lending and legal partners to streamline transactions. His articles focus on building transferable enterprise value, mapping internal vs. external exits, and avoiding common succession pitfalls. Drawing on decades of in-the-trenches experience, Tony provides practical, compliance-friendly guidance advisors can use right away.