At Legacy Edge Advisors, we are driven by your success. Our advisors have a depth of experience serving the non-profit sector, specifically including universities and hospitals. Our clients invest with intention-meeting goals, growing their wealth and protecting their family. By aligning our guidance, investing principles and planning with equal passion we go beyond being an investment adviser to becoming a dedicated partner.
If you have accounts through your workplace with Fidelity, TIAA, Voya, among others – we likely helped someone like you grow their wealth, retire and transfer their legacy effectively to the next generation. With our many decades of experience, we are well positioned to provide you an alternative point of view and guidance in your financial planning.