The Legacy Foundation, LLC

The Legacy Foundation is an independent fiduciary financial advisory firm serving Charlottesville, VA, specializing in comprehensive financial planning, investment management, and ESG investing. Founded on a mission to deliver customized strategies aligned with clients' unique life goals, they offer ongoing portfolio management with tailored investment approaches combining individual equities, ETFs, and alternative investments. They have particular expertise serving academic professionals and university faculty navigating specialized retirement plans like 403(b)s and 457(b)s.