Your One-Stop Partner For A Secure Legacy
To serve the acquisition and succession needs of advisors, we launched Advisor Legacy, a comprehensive platform helping advisors manage practice equity, engage in M&A transactions, and plan for their succession.
Advisor Legacy removes all barriers to help you get done what you’ve been putting off. We offer unparalleled advice, superior value, and highly personalized service.
Advisor Legacy is a comprehensive M&A firm, helping financial advisors grow, protect and transition their practice. Our experts, with over 150 years of experience in the financial services industry, understand that your practice is more than a business – it is a legacy built on decades of developing meaningful client relationships.
We believe that for these types of sensitive transactions, advisors make better decisions when they have help. Which is why we utilize a personalized, consultative approach. We don’t just supply reports and numbers – we provide true understanding, strategy, and guidance. Helping financial advisors build and transition their legacy is what we do.
Everything You Need To Protect And Maximize Your Biggest Asset – Your Practice
Advisor Legacy can help you through every stage of acquisition and succession planning, from the first step to a successful outcome. We provide expert, independent consulting and comprehesive, personal support. Learn more about our full range of services.