The Legacy Foundation is an independent financial planning and investment management firm with 30 years of experience helping clients make confident, informed decisions about their financial future.

We specialize in advising university employees, with deep expertise in pension planning and the evolving landscape of employer benefit plans. Our long-standing work in higher education has given us a nuanced understanding of the choices, trade-offs, and opportunities that come with academic retirement systems.

As part of our comprehensive services, we provide investment management for employer-sponsored retirement plans through Fidelity and TIAA-CREF. Many university plans offer access investment options beyond standard lineups. We leverage this flexibility to build customized, dynamic portfolios aligned with each client’s goals, timeline, and risk tolerance.

A growing focus of our work is helping clients integrate sustainable and values-aligned investments into their retirement plans. By researching hundreds of plan-available investment options, we help clients design portfolios that not only support long-term financial objectives—but also reflect what matters most to them.

Our advisory team brings a broad range of professional credentials including Chartered Financial Consultant, Accredited Asset Management Specialist, Chartered Financial Analyst, MBA, Securities Registration with LPL Financial – series 6, 63, 7, 24. In addition, we are health and life insurance licensed.

Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. 

www.finra.org | www.sipc.org

The Legacy Foundation

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The Legacy Foundation

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