Financial Advisors
Cary, NC
Family Legacy Financial Solutions is a Cary-based financial advisory firm founded by uncle-nephew duo Todd Iglehart and Josh Stubbolo, specializing in personalized, family-centered financial planning. They offer comprehensive services including investment management, retirement planning, tax strategies, estate planning, budgeting, and risk management—all tailored to each family's unique goals rather than one-size-fits-all approaches. The firm has helped hundreds of Triangle professionals and families build investment plans, make confident spending decisions, and create lasting wealth for future generations.
Ideal for: Professionals and families planning for retirement, high-net-worth individuals seeking estate planning, families balancing current lifestyle with future goals
Service area: Cary, Raleigh, and the Research Triangle
SEC-Registered Investment Adviser: Family Legacy Financial Solutions is registered with the SEC, providing regulated, professional investment advisory services and transparency through their Form CRS.
Personalized Family-Centered Approach: Founded on the principle that every family's finances are unique, they reject cookie-cutter formulas and build comprehensive plans around each client's specific dreams, lifestyle, and legacy goals.
Experienced Local Team: Built by advisors who previously worked at major national firms, the Cary-based team brings deep expertise and a mission-driven commitment to serving Triangle families as trusted financial partners.
Address: 6501 Weston Pkwy Suite #300, Cary, NC 27513
Phone: (919) 379-9000
Website: familylegacync.com
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