Financial Planning
Hearing from your pension provider a year before retirement? Where were they for the last 20 years? You need a long-term, cohesive plan with constant reviews and an end goal. The Legacy Foundation offers a systematic approach to planning.
Asset Management
At The Legacy Foundation, your portfolio is not treated like a target date or age based fund, but is personalized to reflect your risk profile with the inclusion of individual stocks, ETFs, and alternative investments that are monitored on an ongoing basis taking into consideration the current market environment and the effects of longer term trends.
ESG Investing
Sustainable investing can be smart investing, and The Legacy Foundation can advise you on how to make your investments a powerful force for change. By integrating environmental, social and governance (ESG) factors into the investment process, we believe it is possible to do well while doing good.
The Legacy Foundation
The Legacy Foundation is an independent fee-based advisory firm specializing in financial consulting for university professionals. Our goal is to add value to your financial experience through our services and programs. Our independence allows us to explore a wide range of investment vehicles and programs without the limitations of proprietary products, potentially increasing your chances for success. Why should you choose an independent financial advisor? Find out here! We currently provide both financial planning advice and asset management with reference to 403(b) and 401(a) pension programs. Check our other services and investment vehicles to view our approach in assisting you to identify your legacy. – Judy Esau, ChFC, AAMS – President/Founder
eLEGACY
You Asked For It
All of your accounts on one simple platform, intuitive and secure.
We offer complimentary portfolio reviews to determine if there are deficiencies in your current asset allocation.
Call 434-971-5917 to schedule an appointment!
The Standards of B Corp Certification
- Performance: B Corp Certification evaluates a company’s overall social and environmental performance through the B Impact Assessment.
- Accountability: Certified B Corps are required to amend their legal governing documents to be accountable to all stakeholders.
- Transparency: To maintain B Corp Certification, companies must publicly share their B Impact Report on the B Corporation website.
For further details, please visit our B Certification page located in the About section.
Featured Articles
Insightful and informative articles updated weekly. Contact us today with any questions.
Weekly Wrap: Pragmatic Optimism
Dear Friends, Looking back on 2024, it clearly echoed many of the themes from 2023. There were some brief economic growth scares along the way, but the broader economy continued to defy expectations and surprised once again to the upside. As 2025 approaches, there are...
Weekly Wrap: A November to Remember
Dear Friends, Solid gains for stocks gave investors a November to remember. In fact, the S&P 500’s more than 5% advance marked its best month of 2024. Several factors played into the stock market’s continued move higher. The U.S. economy continued its steady run...
Weekly Wrap: Annual Planning Calendar
Dear Friends, Whether you make a New Year’s resolution or simply make a ‘to-do’ list each January, we thought we could help you stay organized with important financial planning considerations in the new year. Taking on all aspects of financial planning at one time may...
Reach Us
1415 Rolkin Court
Suite 204
Charlottesville VA 22911
434.381.4368