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Our Story

A Legacy of Guiding Advisors Forward

Advisor Legacy is a premier consulting and M&A firm dedicated to helping financial advisors build, grow, and transition their practices. With deep industry expertise and a comprehensive suite of services—including valuations, succession planning, continuity strategies, coaching, and deal support—Advisor Legacy empowers advisors to create intentional and sustainable legacies. Whether you're planning for long-term growth or preparing for a successful exit, Advisor Legacy provides the guidance and tools you need to navigate every stage of your business journey with confidence.
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Our Mission, Vision,
and Evolution

Advisor Legacy is on a mission to help financial advisors build, live, and leave a legacy. In doing so we will fulfill our vision to improve the lives of others and ourselves. We achieve this through our dynamic culture, 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. We understand that your practice is more than a business – it is a legacy built on decades of developing meaningful client relationships.

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 our culture and our strategy.
They inform everything we do and are key to our success.
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Helping advisors build, live, and leave a legacy