Emerging Wealth Investment Management

Legend Financial Advisors, Inc.® (Legend) is a Non-Commission, Fee-Only, Fiduciary Securities and Exchange Commission registered investment advisory firm with its headquarters located in Pittsburgh, Pennsylvania. Legend provides Wealth Advisory Services including Financial Planning and Investment Management strategies to affluent and wealthy individuals as well as business entities and non-profit organizations. Legend and its award-winning advisors are fiduciaries.

We recognize that along with financial success comes increased responsibilities and complexity. At Legend, we provide a holistic approach to managing all aspects of our clients’ financial situations. By doing so, we can examine the critical interdependencies among investments, income and estate taxes, providing income for retirement, daily expense management, as well as business counseling and philanthropic decision-making, if appropriate. We recognize that our clients’ unique financial needs and goals change over time, so we offer a spectrum of services. We can demonstrate the short-term as well as long-term benefits of smarter tax strategies and improved investment decisions. We will also show our clients how to securely transfer money to loved ones, establish a trust or foundation, or simply help them to manage their finances on a daily basis.


WHY LEGEND IS DIFFERENT

1. Legend is compensated exclusively by client fees, known as a Non-Commission, Fee-Only, Fiduciary advisory firm. Unlike Legend, fee-based advisors and brokerage firms have numerous conflicts of interest due to the fact that they receive commissions.

2. Members of Legend’s Financial Advisory Team have been selected by National Publications such as Worth, Medical Economics and Barron’s more than 60 times as “The Best Financial Advisors In America”.

3. Unlike most advisory firms and all brokerage houses, Legend and its advisors have chosen to be governed by the Fiduciary Standard of Law. Fiduciaries are required to work in their clients’ best interests at all times.

4. Legend designs dynamic, creative and personalized financial planning and investment solutions for its clients.

5. Legend emphasizes low-cost investments where possible that are allocated and traded in an income tax-efficient manner.