Who We Are

Who We Are

At Strategic Legacy Advisors, Inc. we understand you have worked hard to achieve success and we want to help you make your life's work meaningful. We are seeking clients, who like us,

  • Love their family and children
  • Possess a strong sense of values
  • Have worked hard to achieve success
  • Appreciate the success they have achieved this far
  • Practice good stewardship

If you fit our profile and you are seeking financial advice and leadership, consider Strategic Legacy Advisors, Inc., which was formed for the purpose of formalizing our financial advisory process. This allows our planning and advisory to be "driven" by strategies and concepts rather than by the sale of a product. Let us enhance your financial future through the legacy advisor method.

At Strategic Legacy Advisors, Inc. we strive to continually expand our knowledge by holding memberships in nationally renown financial study groups including The Pinnacle Group. Our active participation in these groups allows us to share a broad diversity of resources, perspectives and backgrounds to achieve a higher level of personal growth and professional development for our community of clients.