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We Do More

More time. More care. More outreach. More Collaboration. More Family.

Family Office Services

Our team, is your team… helping you manage your global affairs so you can spend more time on the relationships that matter most.

Business Transition Planning

Take your next steps, down the path that does more for you and your business.

Employer Retirement Plan Consulting

Experts at creating a culture with more benefits for all.

Financial Planning

It’s more than money management, it’s an action plan to help you meet your goals.

Our Firm

We are Legacy Planning. A firm full of professionals who are committed to collaborating with you towards financial success.

As Seen In

2023 Forbes Best-In-State Wealth Advisors, created by SHOOK Research. Presented in April 2023 based on data gathered from June 2021 to June 2022. 22,243 were considered, 7,321 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

2023 Philadelphia Book of Lists Money Managers, created by Philadelphia Business Journal. Presented 3/2022. Advisors were ranked by local assets under management/advisement as of 2/2022. An unknown number of Advisors were invited to submit their assets under management or assets under advisement figures for consideration. These numbers were not independently verified. The top 29 are listed. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for most recent award information. 

The Marquis Who’s Who recognition is based on merit and not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor. Click here for more information.

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