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Jan Graybill

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Jan Graybill

CFP®, CLU®, ChFC®, MSFS, CEPA®

Managing Partner of Legacy Planning & CEO

As CEO and Managing Partner I am committed to a client experience that is goal focused and planning driven.  Utilizing my 40+ years of experience as a financial advisor, I help guide clients through business and life cycle transitions to pursue their financial goals.

Since our founding in 1999, Legacy Planning has developed a specialization in four key areas of financial decision making: business owner succession planning, family office consulting, corporate retirement plan services and comprehensive financial planning. Completing our holistic approach, we seek to collaborate with current trusted advisors to maximize the effectiveness of your financial decisions.

I have a Master of Science in Financial Services from The American College, and a business degree from from Millersville University. In addition, I’m a Certified Financial Planner™ professional (CFP®) and a Certified Exit Planning Advisor (CEPA®).

What is your proudest achievement as a
financial planner?

“Many ideas and beliefs are never put into action.  However back in 1998, I decided to act upon one of my ideas and prepared to open a new financial services firm called Legacy Planning on January 1, 1999.  The belief was that our firm’s value-add would be based upon advice rather than any product.   The process to deliver this advice would be built around educating the consumer through engaging the client in a comprehensive planning process.   What I am most proud of is this idea has taken root and today forms a solid foundation from which Legacy Planning continues to grow and deliver financial advice to more and more individuals, families, and businesses.”

My wife Alisa and I reside in the Lehigh Valley close to our two daughters and their families which combined have given us five grandsons.  In addition, we are very proud of our daughters’ ongoing contributions to Legacy Planning’s success as they have both been employees now for over a decade.

When not spending time with our grandchildren we also enjoy visits to our home in Ocean Reef, Key Largo, FL.

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