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Legacy Edge Advisors

An Independent Financial Advisory Firm

Planning Meets Prosperity

At Legacy Edge Advisors, our priority is to grow wealth, develop tax-efficient income strategies and to maximize the legacies for our clients and their families. We will do this by developing, implementing, and monitoring comprehensive financial plans that will support client objectives and reflect the values and priorities that are most important to them. Our experienced advisors will serve as a trusted resource helping navigate through any financial decisions that may arise.

Legacy Edge Advisors is an independent, fee-only Registered Investment Advisor (RIA) headquartered in Syosset, NY. We have the following office locations:
Syosset, NY | Mid-town NYC | Roseland, NJ | Princeton, NJ

As an independent firm, we answer only to our clients – not to a corporate or broker/dealer mandate. As a fee-only firm, we have zero incentive to recommend solutions or products that are not aligned to our clients’ financial plans.

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