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Legacy Choice
Legacy Choice
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Valuations &
Equity

Objective valuations and equity insights to price, benchmark, and guide decisions.

M&A: Deal Support & Practice Sales

Hands-on M&A support from structure to negotiations, listings, and closings.

Practice Management & Coaching

Systems, coaching, and assessments to streamline operations and grow team performance.

Continuity, Legal & Business Services

Protect continuity, formalize entities, access lending resources, and membership benefits.

Our Story

A Legacy of Guiding Advisors Forward

 

Advisor Legacy is a premier coaching and consulting firm committed to helping financial advisors build, grow, and transition their practices with purpose. Backed by decades of industry expertise, we offer a comprehensive suite of services—including valuations, succession planning, continuity solutions, coaching, and deal support—that empower advisors to design sustainable and intentional legacies.

Whether your focus is on accelerating growth or preparing for a successful exit, Advisor Legacy delivers the guidance, resources, and confidence you need to navigate every stage of your business journey.
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Our Mission, Vision,
and Evolution

 

Advisor Legacy is driven by a mission to help financial advisors build, live, and leave a legacy—fulfilling our vision to improve the lives of both our clients and our team. We achieve this through a dynamic culture, a dedicated team of industry professionals, and best-in-class coaching and consulting services that support advisors at every stage of their career.

Founded in 2005 as Key Management Group, we have continually evolved to meet the changing needs of the financial advisory profession, rebranding as Advisor Legacy to reflect our singular focus on helping advisors protect and transition what matters most. We recognize that your practice is more than just a business—it is a legacy built on decades of 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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Our Values

We Empower
People

We Listen, We Care,
We Serve.

We Do What We
Say We’ll Do.

We Practice Open,
Real Communication.

We Check Our Egos
at the Door.

We Constantly
Improve.

We Do the
Right Thing.

We Believe in People
and Their Dreams.

Our values are the cornerstone of both our culture and our strategy.
They guide everything we do and are essential to our success.
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Helping advisors build, live, and leave a legacy