Success Begins Here

Charting your course through the financial world.

Your Financial Advocate

Sustainable Investing

What is your Legacy?

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.

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1415 Rolkin Court
Suite 204
Charlottesville VA 22911

434.381.4368

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