Strategic Investing
for a Lasting Legacy
Legacy Planning Advisors provides strategic investment management that aligns with your financial goals and legacy, helping you steward your wealth with wisdom and purpose.
investment management in greater atlanta, georgia
Our team has access to a variety of investment management resources to support you and your financial goals. Not only that, but we’ll seek out investments that align with your values, so you don’t have to compromise your beliefs for financial returns.
Values-Based Strategies
We align your investments with your values and principles, so your portfolio reflects what matters most to you.
Fiduciary Standard
We want to be your trusted advisor, as such, we will act in your best interest at all times, providing transparent guidance tailored to your goals.
Personalized Portfolio Strategies
Your financial journey is unique, so we design customized investment strategies that fit your risk tolerance, long-term vision, and financial aspirations.
Tax-Efficient Wealth Growth
We integrate tax-conscious investment strategies to help you maximize returns while minimizing unnecessary tax burdens.
Legacy-Focused Wealth Stewardship
Our approach structures your investments not only for growth but also for a lasting impact on future generations.
Meet the Smiths
Bill and Donna Smith own a small but growing business in the greater Atlanta area that they’ve built over the last 25 years. The business was strong and thriving, but they aren’t sure how to effectively use the funds. Legacy Planning Advisors provided a clear investment plan with objectives that helped Bill and Donna not only simplify their business, but simplify their life. Because of this, Bill and Donna had a new sense of clarity and confidence in their financial plan and the future of their business. We were also able to coordinate with Bill and Donna’s CPA, attorney, and other professionals so they don’t have to play middleman or explain detailed concepts to other professionals helping them.
Align Your Investments with Your Legacy
In our first conversation with you, we’ll get to know you and your wealth and investment needs. From there, we’ll create a financial plan that reflects our conversation with you. This conversation is completely fee- and obligation-free.
FAQ
Legacy Planning primarily uses Mutual Funds & ETFs to build a diversified investment portfolio. We also can include certain private investments if asset and income requirements are met. Our goal is to align your goals and risk tolerance with a unique model built for you.
We have access to a robust variety of investments from private to public. We do our best to honor our clients’ values and beliefs in their investment strategy, while also selecting an appropriate investment mix based on life stage and risk tolerance.
