Financial Advisors
· Charlottesville, VA
Published in partnership with The Legacy Foundation, LLC
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The Legacy Foundation, LLC is an independent fiduciary financial advisory firm serving Charlottesville and the surrounding region. They specialize in comprehensive financial planning, asset management, and ESG investing, with particular expertise serving faculty and university professionals navigating 403(b)s, 457s, and complex benefits packages. Their approach combines tailored investment strategies with ongoing portfolio monitoring and lifetime financial planning aligned to clients' unique goals and values.
Best for: University faculty and professionals, academics with complex retirement plans, ESG-conscious investors, individuals seeking lifetime financial planning
Service area: Charlottesville, VA and surrounding areas
Academic Career Specialization: Deep expertise serving faculty and university professionals, with specialized knowledge of 403(b)s, 457s, and higher education benefits packages that most advisors don't navigate regularly.
Independent Fiduciary Model: Operates as an independent fiduciary committed to acting solely in clients' best interests with no conflicts of interest from commissions or product sales.
ESG Integration Capability: Offers guidance on aligning investment portfolios with environmental, social, and governance values while pursuing long-term financial performance.
Book online: Book Online Now →
Phone: (434) 971-5917
Address: 1415 Rolkin Ct Ste 204, Charlottesville, VA 22911 (Get directions)
Website: yourlegacyfoundation.com