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The Legacy Foundation

EST. AUM
$500,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Charlottesville
CRD Number
Website yourlegacyfoundation.com
Client types

Overview

The Legacy Foundation is an independent, fee-based advisory firm in Charlottesville, Virginia serving university professionals and families. The firm delivers comprehensive financial planning and asset management with particular expertise around 403(b) and 401(a) retirement programs. Portfolios are personalized and may employ individual stocks, ETFs, mutual funds and, when suitable, selected alternative investments. The practice also offers ESG-focused solutions and a client technology suite (eLEGACY) for account aggregation and secure document storage. Advisory services are provided through Private Advisor Group, with brokerage and custody via LPL Financial. The firm emphasizes fiduciary advice, open architecture, and ongoing client communication.

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Investment Preferences

Alternative Activity

Address

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

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