Broker Check

Our Firm

Our Approach

We’re dedicated to the business of family. It’s never just about “assets under management”, because today’s family deserves the widest possible strategic arc of planning. That’s why we welcome collaborations with other advisors, from legal to accounting to insurance to brokerage services, etc. –and are so committed to the education and participation of the emerging next generation of family leaders.

Our Team

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

View Our Team by:PartnersManagementAdvisorsStaff
Jan Graybill

Jan Graybill

| CFP®, CLU®, ChFC®, MSFS, CEPA®$ Managing Partner of Legacy Planning & CEO

Read More

Matthew Kulp

|CFP®, CEPA®$ Partner / Senior Advisor

Read More

Kevin Donohue

|CFP®, AIF®$ Partner / Senior Advisor

Read More

Robert Wermuth

|CFP®, CLU®, ChFC®, AIF®$ Senior Partner

Read More

Our Locations

Lehigh Valley

3440 Hamilton Blvd
Allentown, PA 18103

Plymouth Meeting

600 W Germantown Pike, Ste 261
Plymouth Meeting, PA 19462

West Chester

228 W Gay Street
West Chester, PA 19380

More About Legacy Planning Partners


View your wealth management website

Investor 360

View your Commonwealth accounts