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Our Story

Making Life's Work Meaningful Since 1996

Making Life's Work Meaningful Since 1996

After many years in the financial services industry, Mike and Royce came to the realization that many people were not receiving the comprehensive planning that they deserved.  In 1996, they formed Strategic Legacy Advisors, Inc. with a goal to provide a unique level of financial planning that encompasses all facets of financial decisions their clients might be facing.  Most financial advisors operate their practice helping their clients with wealth management and retirement planning, but in an effort to be a game-changing financial planning firm, Mike and Royce have placed an emphasis on the tax, business, and estate planning that their clients encounter.  Knowing fully that most of us want to provide the best we can for our families and our businesses, but ultimately to make our lives most fulfilling, we strive to leave a Legacy we are proud of, with the idea that we may plant the seeds for trees which we may never experience their shade.  

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