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Family Legacy Financial Solutions, LLC

EST. AUM
$174,530,000

CONTACTS
4

CLIENT ACCOUNTS
806

Firm Details

Metro area Raleigh
CRD Number 314351
Website familylegacync.com
Client types

Overview

Family Legacy Financial Solutions, LLC is a fee-only fiduciary registered investment advisor headquartered in Cary, North Carolina. Founded by the uncle-nephew team of Todd Iglehart and Joshua Stubbolo, the firm emphasizes personalized, relationship-based financial planning that aligns with clients' values and life goals. Serving professionals and families in the Triangle area, Family Legacy offers comprehensive financial advice that extends beyond numbers, aiming to be a trusted financial sounding board for every major life decision

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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