Skip to main content

About

Why Choose Us

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.

Independent, Fee-Only

Our firm is independent of large banks or brokerage firms allowing for independent advice built on education, experience, and knowledge. Our fee is based on your growth and disclosed up front both clear and transparent.

Clients First

Our only focus is advising individual investors and their families-period. We give our clients a simple and understandable roadmap to grow, protect, and eventually transfer their wealth.

Fiduciary

We are compensated only by our clients never products. As a fiduciary, we are held to the highest legal standard (duty of care) in financial services which requires our advice and recommendations to always be in your best interest.

Complimentary Review