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Protect Your Practice

From The Unexpected

You take care to protect your clients’ assets every day. Yet if you're like many advisors, you haven't taken the time to protect your most important asset - your practice. 

Unexpected events such as death or disability can occur at anytime and affect anyone. We make it easy to put the right continuity plan in place to fit your needs, giving you, your loved ones, and your clients the kind of peace of mind money can't buy. 
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Why Choose Us?

We make it easy.
No complex data gathering process or endless forms to fill out.

We have the experience.
We've helped hundreds of advisors on various platforms protect their practice. 

We give you more for less.
Our streamlined process gives you all the support you need at a much lower cost than hiring an attorney on your own. 
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PracticeProtect

For advisors who want to protect their practice with a formal agreement but do not need a valuation. Advisors can select either a written continuity agreement, buy sell agreement, or guardian agreement. 

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PracticeProtect Plus

Includes our Business Valuation. Advisors can select either a written continuity agreement, buy sell agreement, or guardian agreement. 

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PracticeProtect Guardian - Ameriprise

Exclusively for Ameriprise Advisors. Includes a valuation and guardian plan with CornerStone Financial Group. 

 

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What Our Clients Are Saying
Larson

"Advisor Legacy analyzed our client base, our investment practice and our individual strengths and weaknesses and provided a disciplined methodology for client management. Their tracking tools have led to consistent growth in both our client base and assets under management."

Marjorie Larson, CFP®
Certified Consulting Services, RIA

Huggins

"Advisor Legacy has done for us what we do for our clients every day. We believe that balanced planning leads to balanced living, and we focus our company’s efforts on helping our clients in this way. Now that we are working with Advisor Legacy, my team and I can enjoy a better quality of life too."

Andy Huggins, CFP®
Private Wealth Advisor

Brian Britt

"I don’t know where I’d be without Advisor Legacy. They’ve been a part of pivotal moments in my practice. I’m also more productive, more efficient, and not running myself ragged. They’ve just been vital to the success of my practice."

Brian Britt CFP®
Private Wealth Advisor

Craig Donowho

"It has been comforting and empowering working with Advisor Legacy. They don’t just step in with solutions first. They lead, teach, coach and encourage us to solve the problems ourselves."

Craig Donowho CFP®
Private Wealth Advisor

Terri Fischer

"We had an IDPA done for our practice and followed it up with ongoing practice management coaching. Advisor Legacy provided us with a detailed report and an action plan for making improvements. Advisor Legacy is truly a full-service company, and we know that they can help us with all aspects of practice management and growth opportunities."

Terri Fischer
Office Manager

Have Questions?

Book a call with one of our team members. They can walk your through our process and the components of each service.

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Helping advisors build, live, and leave a legacy