WHAT LEGEND DOES

Legend Financial Advisors, Inc.® (Legend) is a Fee-Only, Fiduciary U.S. Securities and Exchange Commission Registered Investment Advisory firm with its headquarters located in Pittsburgh, Pennsylvania. Legend provides personalized wealth management services including financial planning and investment management strategies to affluent and wealthy individuals and families, business entities, medical practices, and retirement plans.

At Legend, we are a Fee-only, Fduciary firm— we operate under a fiduciary standard that requires us to act in our clients’ best interests. Our compensation comes exclusively from client fees, not product commissions.

Our goal is to help you achieve financial freedom, however you define it.

FACTS ABOUT LEGEND’S HISTORY

  1. Legend was incorporated on July 26, 1993 as a Pennsylvania corporation.
  2. It was granted registration as an investment advisor on September 14, 1993 by the U.S. Securities and Exchange Commission.
  3. Legend was granted registration as an investment advisor on January 6, 1994 by the Pennsylvania Securities Commission.
  4. Legend formally began operations on January 10, 1994.
  5. The firm is independent and 100% employee-owned. 
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THREE REASONS TO CHOOSE LEGEND

  1. Legend and their financial advisors owe a fiduciary duty to their clients. The fiduciary duty is a high standard, and requires Legend to act solely in the best interest of their clients.
  2. Legend designs dynamic, creative and personalized financial planning and investment solutions for their clients.
  3. Legend emphasizes low-cost investments where possible that are allocated and traded in an income tax-efficient manner.

LEGEND’S WEALTH MANAGEMENT ADVISORY SERVICES

  1. Personal investment management and/or investment consulting
  2. Personal financial planning
  3. Retirement plan investment management and/or investment consulting
  4. Non-profit organization investment management and/or investment consulting
  5. Business, dental or medical practice financial planning

Legend’s advisory team recognizes that along with a client’s financial success increased responsibilities and complexity follows.  Legend can assist its clients in understanding the critical interdependencies among investments, income and estate taxes, income for retirement as well as business counseling and philanthropic decision-making.  Clients have unique and evolving financial needs and goals. Legend creates personalized financial planning and investment strategies designed to address their changing circumstances and help make informed financial decision-making over time.

LEGEND’S PERSONALIZED WEALTH MANAGEMENT SERVICES

Clients who utilize Legend's personalized wealth management services are often seeking objective advice, customized recommendations, tax-aware investment strategies, assistance with wealth transfer and estate planning considerations, guidance on wealth preservation, and support in coordinating financial matters among various professional advisors. Many also value having a trusted resource to help simplify the oversight of their financial affairs.
Legend takes pride in addressing each client's unique circumstances through a personalized approach. We are committed to growing relationships built on trust, respect, and open communication. Long-term client relationships are highly valued, and we strive to serve as trusted advisors and collaborative partners throughout our clients' financial journeys.

Legend takes pride in addressing each client’s situation on an individual basis. this includes committing to establishing trust, respect, and a lasting partnership with clients.  Long-term client relationships as advisors, partners, and in many cases friends are deeply valued.

Legend constantly searches for new investment management strategies to potentially maximize clients’ results. Furthermore, income tax efficiency both from an investment standpoint as well as the asset location (either inside or outside of an IRA or retirement account) is continually reassessed. 

LEGEND’S MISSION STATEMENT

Legend’s mission is to achieve an unequaled standard of excellence in the financial advisory profession by providing personalized value-added services to clients thereby becoming indispensable by assisting them in making informed, intelligent financial decisions so that they can spend their time focusing on matters that mean the most to them.  A client’s peace of mind is our greatest reward.