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Helping Financial Advisors

Build, Live, And Leave A Legacy

Work Smarter, Not Harder

Are you ready to move beyond the grind and build a practice that lets you thrive instead of survive?

Are you tired of important work falling through the cracks while you waste time putting out fires?

Are you struggling to find and develop the right staff to support your vision and free you up to focus on what you love to do most?

Then Its Time To Experience The
Advisor Legacy Difference.

Advisor Legacy Web images (13)

Our Promise To You

We will provide you with what you need when you need it - and nothing more. We won’t force you into over-sized packages, long-term commitments or services you don’t need.

Your Trusted Advisor For Every
Step Of Your Journey

We start with a discovery call to identify your needs, and craft a solution to
help you meet your goals. Solutions can include:
Assessments

A deep dive into how your practice is performing in six key areas of practice health compared to your peers and what to improve.

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Valuations

A suite of valuations to help you grow equity, improve practice metrics, and make important decisions about your succession.

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Practice Management

Coaching and consulting solutions to help you develop, manage, and grow a profitable practice that supports your goals.

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Deal Support

Turnkey solutions designed to help buyers and sellers develop legal agreements and complete a successful transaction.

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Continuity

A suite of turnkey services designed to protect your practice from unexpected events such as death or disability.

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Practice Sales

A premium solution delivering a white glove experience for buyers and sellers looking to buy or sell an advisory practice.

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Entity Support

A variety of packages designed to help solo advisors, teams, and ensemble practices form legal entities and partnerships.

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Lending Support

A network of vetted lending partners with a track record of lending to financial advisors, along with escrow services for deals.

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Memberships

Subscription based solutions designed to help advisors achieve key objectives, such as growing through acquisitions.

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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.

Book A Call
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Helping advisors build, live, and leave a legacy