Aura Legacy | Private Wealth & Financial Planning

Aura Legacy is a women-centered wealth advisory firm designed to meet you where you are & walk with you toward where you’re going.

Founded by Mari Delgado, CFP®, Aura Legacy was created for women navigating meaningful life and financial transitions: building and scaling businesses, preparing for retirement, navigating divorce or inheritance, or simply wanting greater clarity and confidence around their money.

We believe wealth is about more than numbers. It’s about peace of mind, informed choices, and feeling supported as your life evolves. Our approach blends thoughtful financial planning, personalized investment management, and risk-mitigation strategies all delivered in a judgment-free, relationship-driven environment.

At Aura Legacy, we slow the process down, listen deeply, and build strategies that align with your values, goals, and legacy. Every relationship begins with understanding your foundation, because when your financial foundation is clear, everything else feels possible.

- Women-centered financial planning
- Private wealth & investment management
- Retirement & life-transition planning
- Business owner & entrepreneur support
- Values-aligned, holistic guidance

Let’s take this one step at a time.

Aura Legacy

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