Jan Graybill is the CEO and Managing Partner of Legacy Planning. He specializes in helping business owners and professionals transition to their next stage in life via financial planning. Since starting his career in 1980, Jan has helped countless business owners and successful professionals plan for and achieve their financial goals.
Jan believes that today’s complex world of financial services and financial advice takes someone with experience and wisdom to turn information into execution. Since founding Legacy Planning Partners in 1999, he has built a team of financial advisors who specialize in the various fields of income planning, tax planning, estate, and investment planning. Working in collaboration with each client’s advisors, Jan uses a team approach to produce customized financial plans.
Jan graduated from Millersville University with a business degree in 1980 and has a Master’s of Science in Financial Services (MSFS) from The American College. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and holds the Certified Exit Planning Advisor® (CEPA), Chartered Financial Consultant® (ChFC), and Chartered Life Underwriter® (CLU) professional designations. Jan was recognized by Millersville University’s Chapter of Omicron Delta Epsilon as an honoree inductee at their 2012 Economics Symposium. Omicron Delta Epsilon, The International Honor Society for Economics, honors achievements in economics worldwide. The American Economist is the official journal of this society.
Jan’s strength is truly his thirst for knowledge, and his motivation to continue acquiring new skills to add value to his practice.
An avid golfer, reader, and traveler, Jan resides in the Lehigh Valley with his wife Alisa. He enjoys spending time with their two daughters and four grandsons.