Why Legacy Next?
Legacy Next
Start with a fiduciary firm now. Grow into everything we offer later.
Most people meet their ideal advisor a decade too late, after the foundational decisions are already made. Legacy Next exists so you do not have to wait.
For high-income professionals building toward more. A limited number of new clients each year.
One relationship, every chapter
Legacy Next
Start today, below the standard minimum
Full Platform
Step up as your life grows more complex
Your preferred asset management pricing comes with you, for good.
Who it is for
You are early in the journey, with a clear trajectory.
Legacy Next is built for high-income professionals in their wealth-building years. You may not meet our standard minimum yet, but your income and savings path tell us you will fit the profile of our typical client within the next several years. We would rather begin that relationship with you now.
The physician
Finishing residency or fellowship, with income climbing fast and decisions piling up.
The attorney
On the partner track, ready for advice that keeps pace with a rising income.
The founder
Building a company and a personal balance sheet at the same time.
The executive
Earning more than there is time to manage, and wanting a steady hand.
We accept a limited number of Legacy Next clients each year, so the experience stays personal.
What you get
Real planning, real people, real continuity.
A real team of CFP® professionals
Not a call center and not a robo-tool. The same CERTIFIED FINANCIAL PLANNER® professionals who serve our full-platform clients, held to a fiduciary standard at all times.
An annual planning meeting
A dedicated review of your goals, cash flow, and the decisions in front of you, in person or virtual, run on the same advanced planning software we use for every client.
Flat-fee planning, where it fits
For some clients, planning matters more than asset management right now. In those cases we can offer planning on a flat-fee basis, so you pay for advice without needing to move assets.
Independent and fee-only
We earn no commissions and sell no products. We are paid by you, which means the advice you receive is the advice we would give our own families.
Discounted pricing that follows you
Legacy Next investment advisory clients receive a reduced asset management fee. Here is the part most firms do not offer: when you later step up to our full platform, you keep that preferred pricing. Starting early is rewarded, not penalized.
The Legacy Next advantage
How it works
Three steps to get started.
1
Start a conversation
We learn where you are, where you are headed, and whether Legacy Next is the right fit. No pressure and no cost to find out.
2
Build your foundation
You get your planning portal, an onboarding review of your full picture, and a clear set of next moves prioritized for where you are today.
3
Grow with us
As your assets and your life grow more complex, the relationship deepens naturally, and your preferred pricing comes with you.
Why it matters
A fiduciary, from your very first dollar.
Most firms make you wait until you are “worth it” to get real advice. We think the decisions you make early are the ones that compound the most. Legacy Next gives you a fee-only fiduciary in your corner now, so the foundation is built right.
CFP®
CERTIFIED FINANCIAL PLANNER®
NAPFA
Fee-only member firm
Fiduciary
Your interests first, always
Begin
Your future self deserves a head start.
Tell us where you are headed. We will tell you honestly whether Legacy Next is right for you.
