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Tim Urie, CFP®

Managing Partner, Chief Growth Officer/CCO

Tim Urie is a Managing Partner/Chief Growth Officer and Chief Compliance Officer of Legacy Edge Advisors.

Tim has an extensive background in comprehensive wealth management as both a practitioner and as a leader with a particular focus in multi-generational planning. Tim believes that understanding people at their core through curiosity and empathy allows him to help both clients and advisors best. He is known to lead with his heart and to challenge clients and teammates to pursue the excellence that they deserve. He does so by always incorporating a smile and a laugh along the way too.

Tim was the founder of Orbis wealth, an RIA that ultimately merged with Legacy Edge Advisors. He has 24 years of experience with various financial services organizations including Ameriprise, TD Bank and, TIAA, where he spent 14 years leading teams to success.

He is a proud graduate of The College of New Jersey and is a Certified Financial Planner (CFP®). In his spare time, Tim loves spending time with his wife Vanessa, his three children and his family dog, Rocky. He enjoys all Philadelphia sports, hiking, skiing, golf and the great outdoors.

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