Helping Financial Advisors Build, Live, and Leave a Legacy
Comprehensive Support for Every Stage of Your Practice
Guiding Advisors Through Every Stage of the Journey
At Advisor Legacy, our mission is in our name: to help financial advisors like you build enduring value, live with purpose and efficiency, and leave a meaningful legacy. Whether you’re growing your firm, preparing for the unexpected, or planning your succession, our team provides the expert guidance and hands-on services to help you navigate each phase with confidence.
We offer a full suite of services designed specifically for independent financial advisors, RIAs, and hybrid practices—meeting you where you are and taking you where you want to go.
The Advisor Career Path
Financial Advisors move through four distinct phases in their career. Each phase requires new skills, a new mindset, and new systems and processes to break through the barrier and achieve growth.
Solo Advisor
As a new advisor you can quickly hit your capacity. You’ll need to work smarter to grow. We can help provide time, focus, and direction to those ready to move to the next level.
Advisor With Support
At this stage you move from being a sole practitioner into the role of employer. We help you effectively organize, delegate, and communicate job responsibilities to your employees.
Team Practice
Your business is no longer just you, but rather the collective efforts of many. We help you learn how to lead and hold your team accountable to a shared vision.
Transitioning Advisor
After decades building a wonderful career with strong client relationships, it’s time to think about what is next. We help you with every step of the succession process, from planning to transitioning.
Why Advisors Trust Advisor Legacy
🔸Over 30 years of experience in the financial advisory industry
🔸Specialized focus on independent advisors and small to mid-sized firms
🔸Practical, relationship-driven approach tailored to your goals
🔸A single team for strategy, execution, and support throughout the entire lifecycle of your practice
Coaching & Strategic Consulting
We provide one-on-one and team coaching to help you set goals, streamline operations, and scale with purpose. From business planning to staff development, our coaches bring clarity and structure to your growth.
Business Valuations
Understanding your firm’s value is key to making smart decisions. Our valuation services provide you with a clear, defensible estimate of enterprise value—used for internal planning, partner buy-ins, financing, or M&A opportunities.
Continuity Planning
Protect what you’ve built. Our continuity solutions ensure your clients, staff, and family are protected in the event of death, disability, or unexpected exit. We help you design and document a living plan that can be updated as your firm evolves.
Succession Planning
We guide you through the process of selecting, developing, and transitioning to your successor—whether internal or external. Our succession services help you retain value, preserve relationships, and transition with confidence.
Practice Sales & Acquisitions
Whether you’re selling or buying, our team helps you identify the right fit and structure deals that align with your goals. We represent sellers, coach buyers, and help both sides navigate the emotional and financial complexities of practice transitions.
Deal Support & Negotiation Guidance
From valuation through closing, we provide expert support at every step of the transaction. Our team reviews and negotiates deal terms, supports financing discussions, and ensures a smooth and successful transfer of ownership.
Next Steps
Take Assessment
From valuations and deal support, to executive coaching and practice management, we’ve got what you need for every stage of your career.
"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."
"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
"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
"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
"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
Ready to Build, Live, or Leave Your Legacy?
Let’s start the conversation. Whether you’re just beginning to plan or actively preparing for a transition, Advisor Legacy is here to help.
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