Legacy Advisory Partners
A financial services firm serving business owners and their families.
Business Financial Services
Business owners make important financial decisions every day. Our team advises owners on asset management and planning decisions that help support your company’s goals.
Personal Financial Services
Families make important financial decisions every day. Our team advises families on asset management and planning decisions that help support your family legacy goals.
Collaboration Effect on Profit
Our process (the CEOP) is unique from other advisory firms. We focus on business owners – helping their companies and their families achieve their goals. Companies and families are radically different with the Collaboration Effect on Profit. The CEOP is a combination of people and numbers – the right people working together toward the right numbers.
But how do you know if you have the right people and the right numbers? The CEOP can help you with that. Click below to learn more.
From Convict to Change Agent
Conquering Business as a Creative
How to Unlock the Power of Disruption
Legacy was founded over 25 years ago as a leading financial services firm to serve businesses with best practices in executive incentive and retention planning. We began to expand to serve business owners and their families as they build a financial legacy that will thrive into the next generation for the glory of God.
One of the key discoveries we have made for companies and families has been the Collaboration Effect on Profit – the CEOP.
3 Wins Podcast
3 Wins Framework
The key to unleashing your company’s full potential is the 3 Wins Framework. Scenario planning, fact-based decision making, and asking the right questions now can help your company gain a position to succeed in the future. What exactly are the 3 Wins? Download to find out!