Our Mission, Vision,
and Evolution
Advisor Legacy is on a mission to help financial advisors build, live, and leave a legacy, allowing us to fulfill our vision to improve the lives of others and ourselves. We achieve this through a dynamic culture, a team of industry professionals, and by delivering best-in-class coaching and consulting services to support advisors in every stage of their career.
Since starting as "Key Management Group" in 2005, we have evolved to meet the changing needs of the financial advisory industry and re-branded to Advisor Legacy. We understand that your practice is more than just a business – it is a legacy built on decades of developing meaningful client relationships.
At Advisor Legacy, everything we do is grounded in helping financial advisors build, live, and leave a legacy.
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