Fee-only fiduciary
Compensation comes exclusively from client fees, not commissions.
Legend Financial Advisors
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About Legend Financial Advisors
Legend Financial Advisors offers fee-only investment management and personalized financial planning. The Pittsburgh-based firm has more than 32 years of service and is a U.S. Securities and Exchange Commission registered investment advisory firm. Its wealth management services are for individuals and families, business entities, medical practices, and retirement plans. Financial planning includes personalized strategies and analysis, while investment management uses tax-efficient investment strategies. The firm also provides help with IRA rollovers and investing 401(k) or 403(b) plans, as well as company retirement plan investment services. Legend serves individuals, families, medical doctors, retirees, and business owners. It also acts as an investment management subadvisor to other registered investment advisory firms, with portfolio strategies tailored to their clients' stated risk and return objectives.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Financial planning
Personalized planning strategies and analysis for clients.
Retirement plans
Investment services for company plans, including 401(k) and 403(b).
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