Legacy Planning Advisors

For over 30 years, legacy planning, advisors has helped the greater Suwanee, Georgia area create a more meaningful next chapter. For us, wealth planning is about simplifying, complexity, and amplifying impact. Whatever complicated financial problems you face – from retirement planning to business exit strategies, from tax planning to investment management - we provide personalized plans that help you leave a purposeful legacy that honors the life you’ve lived and the impact you want to make.

List of Services