The Legacy Foundation, LLC
Contact: Judy Esau
200 Hansen Road Suite 1
About The Legacy Foundation, LLCThe Legacy Foundation, LLC is an independent financial firm providing financial planning strategies and asset management. For 25 years we have been advising clients, primarily university employees, in the area of pension planning. We are located in the Charlottesville, Virginia area. Our comprehensive financial counseling includes: • Assessing our clients’ current financial positions and identifying any deficits that may impede upon their ability to attain their financial goals. • Reviewing the core benefits available to our clients as employees: retirement plans, health care plans, disability and life insurance to ensure those employer plans are being utilized in the most advantageous ways. • Assembling financial strategies using the most tax favored programs and products that contribute to the success of reaching short and long-term financial goals. Our staff consists of professionals with a vast range of distinguished credentials, including Chartered Financial Consultant, Accredited Asset Management Specialist, Securities Registrations with LPL Financial – series 6, 63, 7, 24. In addition, we are health and life insurance licensed.
1 job with The Legacy Foundation, LLC
We are a boutique firm with approximately $200M in assets, seeking a portfolio manager to construct risk-appropriate portfolios.