Family Legacy Financial Solutions

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.