About Us

Mission Statement:

The Legacy Foundation strives to create an advocacy environment for our clients to capitalize on life planning goals and strategies through a customized approach in all areas of financial planning. This is achieved by acting in the best interest of the client as a fiduciary, maintaining independence by offering non-proprietary products with the highest regard to ethical corporate governance.

The Legacy Foundation is an independent firm providing investment management and financial planning strategies. For 30 years we have been advising clients, many of whom are university employees, using our expertise in the area of pension planning, and our comprehensive understanding of the myriad of choices and changes that occur with employer benefit plans. 

Within the scope of our many services, we provide investment management services over employer-sponsored 403(b) and 401(a) retirement plans offered through Fidelity and TIAA/CREF. Many university-sponsored retirement plans have the ability to provide access to a wide range of investment options beyond standard plan offering.  At the Legacy Foundation, we leverage this capability to provide a more dynamic approach to investment selection within an employer-sponsored retirement plan that entails customization to fit your specific needs and objectives. One area of interest that we assist many of our clients with is to provide direct exposure to sustainable investments within their plan. We research hundreds of investment options available through your retirement plan, helping you develop a portfolio that is aligned with your core values.

 Sustainable Investing at The Legacy Foundation