The Legacy Foundation

The Legacy Foundation is an independent, fee-based advisory firm specializing in financial consulting for university professionals. They offer a range of services including financial planning, asset management, and tax planning. Their mission is to provide customized financial strategies that align with their clients' individual needs and goals, acting as a fiduciary to ensure their best interests are prioritized. Their independence allows them to explore diverse investment vehicles and programs without limitations, potentially increasing their clients' chances of success.

The Legacy Foundation prides itself on its commitment to sustainable investing, integrating Environmental, Social, and Governance (ESG) factors into their investment decision-making process. They believe that by considering these factors, they can mitigate risk and add long-term value to their clients' portfolios. They offer a unique eLEGACY financial management application that allows clients to aggregate their entire financial life, including bank accounts, investments, insurance, and legal documents, providing a secure and consolidated snapshot of their financial profile.

The Legacy Foundation offers comprehensive benefits to its employees, including the opportunity to contribute to a 403(b) and 401(a) retirement plan. Employees can choose from a wide range of investment options, including sustainable investments. The company values a diverse and productive workplace, and offers health and life insurance, as well as various other benefits.

The Legacy Foundation is an independent fee-based financial advisory firm dedicated to creating an advocacy environment for its clients, primarily university professionals, to achieve their life planning goals. They offer a customized approach across all areas of financial planning, acting as fiduciaries with a commitment to independence and ethical corporate governance. Their goal is to add value to their clients' financial experience through comprehensive services and programs that go beyond simple investment management, encompassing estate planning, tax planning, insurance evaluation, and educational funding.

The Legacy Foundation promotes a culture of independence, client advocacy, and ethical corporate governance. They prioritize providing personalized financial guidance and strategies for their clients, particularly university professionals. They maintain their independence by offering non-proprietary products and services, allowing them to provide unbiased recommendations tailored to each client's individual needs and goals. Their commitment to ethical practices is evident through their B Corp certification, which reflects their dedication to social and environmental responsibility. Overall, they strive to create a trusted and supportive environment where clients feel empowered and confident in their financial future.

The Legacy Foundation demonstrates a commitment to diversity, equity, and inclusion by integrating ESG (Environmental, Social, and Governance) factors into their investment analysis and portfolio construction. This approach prioritizes companies that promote a diverse and inclusive workplace, uphold ethical standards, and demonstrate responsibility towards their communities and the environment. By favoring companies with policies and practices that encourage safe, diverse, and productive workplaces, the Legacy Foundation aligns their investment strategies with values that promote social responsibility and equity.