Embracing risk sounds nerve-racking, but with a resilient team supporting you there are endless possibilities! Get inspired as you listen to Legacy Planning’s CEO and Founder, Jan Graybill, and Partner/Senior Advisor, Matt Kulp discuss the importance of persistence when facing a challenge, and how building strong, lasting relationships will ensure growth and development in a company.
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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 the most recent award information.
