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Enjoy life's special moments!

YOUR FAMILY. YOUR PLAN.

Our Approach…

To apply thoughtfulness, compassion, empathy and expertise for each family, each plan, each discussion. 

Whether you are just starting out or already appreciate the need to carefully manage your financial life, we can help you achieve your goals. It’s a matter of focusing on the long term, while applying measured and consistent discipline. 

LEGACY ONE FINANCIAL ADVISORS

Providing sound investment services and advice to clients has been our mission for more than 20 years.

As a fee-only, SEC registered investment advisor (RIA) we are better able to provide sophisticated, holistic wealth management services, with expanded access to investment solutions and the latest technology offering ready insights into investment performance.

Our long standing objective is to enable you to achieve your financial goals and to provide a customized, transparent and satisfying customer experience.

We are driven by the commitment to exceed your expectations. As a team of dedicated professionals, we hold high ethical standards, and strive to do what is right – never just what is expedient. “Good enough” has no place at Legacy One Financial Advisors – we will strive to improve in everything we do.


We are a diverse group with extensive experience in a range of planning and investment techniques. Whatever your situation or stage in life, we can address your needs and help you feel confident about your current and future financial plans.

Leadership

Advisors

Client Services

At Legacy One we strive to put serving others—including employees, clients, and our community—as our number one priority. We believe that increased attention to others helps all of us maintain a holistic perspective and promotes a community of compassion.

In order to practice gratitude and to give back to those around us, our team regularly works together to participate in service days within our community.

Legacy One Financial Advisors is dedicated to making a difference to our clients, our team members and the Austin community.

Volunteering with Mobile Loaves & Fishes Community First! Village


The Legacy One team served at Mobile Loaves & Fishes Community First! Village where the vision is to empower communities into a lifestyle of service with the homeless. Mobile Loaves & Fishes (MLF) (http://www.mlf.org/) was founded in 1998 and serves its homeless neighbors through three core programs: Truck Ministry, Community First! Village and Community Works. Community First! Village is a 51-acre master planned community that provides affordable, permanent housing and a supportive community for men and women coming out of chronic homelessness. This transformative residential program exists to love and serve our neighbors who have been living on the streets, while also empowering the surrounding community into a lifestyle of service with the homelessness. 

The Legacy One team spent a day in the community with one of the welcoming, long-time residents who shared his story from homelessness to finding the community and now being a leader amongst his neighbors. Together, the team spent the day engaging with residents, tending the grounds, pulling weeds and cleaning up the place these individuals call home. The village was a unique place filled with feelings of unity, understanding, acceptance and support. The experience provided the Legacy One team with the progress that is possible when we work together to serve other people. Please reach out to your Advisor to hear more about their experience and to find out how you can get involved.


Your Life – Your Legacy - Our Expertise

WEALTH MANAGEMENT SERVICES

 

Legacy One offers unique wealth management services to families and individuals looking to take control of their financial future.

Creating and managing wealth is personal, It’s about you, your current stage of life, and how to best meet your long-term needs. Whatever your situation, our advisors are well prepared to help you get to and through retirement, and to help you leave a lasting legacy.

We take our fiduciary responsibility to you very seriously, which means we are committed to what is in your best interest. That’s also why we chose to be “fee only” advisors. We are transparent about our fees, so you can be assured that any actions we take are for your benefit.

Wealth management can come with emotional turbulence if one is not prepared. Our advisors have the expertise to develop a diversified financial plan that is risk-adjusted, tax efficient, and designed to meet your unique needs. Building an ongoing relationship with you is integral to all that we do. We invite you to meet with us, so we can get to know you and discuss how we can help you accomplish not only your goals, but also your dreams. 

   Individuals & Families
  Businesses


Please contact us today to schedule a meeting. We hope to see you soon!

HOW WE SERVE CLIENTS

Each client is unique, and we specialize in tailoring our advice to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level.

Our advisors work closely with you to understand your specific needs and goals in order to craft a plan, and then design an investment strategy to help you achieve it. Of course, we also help with retirement planning, estate planning, risk management (insurance), cash flow/money management, college planning and more.

Meeting Goals


Individuals and families with different levels of resources and financial asset complexities require different investment solutions. But we all have multiple goals and priorities - and we all have a limit to how much risk we can take.

Our initial objective is to help you identify, quantify and prioritize your most critical goals - the ones you really cannot afford to miss. We want to take care of these goals in a fashion that minimizes the potential for you to get knocked off track by episodes of extreme market risk and helps avoid the emotional reactions that often follow. For some people, depending on their financial resources and goals, this may represent their entire portfolio.

For other clients, there may be excess capital available to deploy after the priority goals are funded.  Custom portfolio solutions are introduced and sequenced for these clients as appropriate.

Whether you need to keep earning to meet long-term goals, or you ‘have enough’ and want to be more opportunistic in your investment approach, selecting a trusted partner for investment advice is an important decision. Our team has the expertise to help you navigate the challenging investment environment. We are committed to providing the right resources, cost-effectively, so you can achieve your objectives.

Please contact us today to schedule a meeting. We hope to see you soon!

INFORMATION & EDUCATION

At Legacy One, our goal is to build a trusted relationship with you as we help you meet your needs and achieve your goals.

In the spirit of communication and transparency, we have designed this resource center for educational purposes. We hope this helps to simplify financial conversations, which sometimes tend to be overly complicated. We hope that by sharing and discussing information we can better serve you in a collaborative manner to make informed decisions.

We encourage regular communication around the important life events you experience and best practices for managing those from a financial perspective. Whether you are just starting a savings plan, paying down debt, saving for the future, handling a liquidity event, starting a business, nearing retirement or establishing your legacy, we want to discuss and share ideas for how we can help.

Please reach out to discuss any of this information and let us know of any questions.

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MEET WITH US


Whether it’s the first time you are looking for a financial advisor or you want a second opinion on what you are already doing, please give us a call.
It could be the start of a wonderful relationship!

Legacy One Financial Advisors


Austin Office


LOCATION

8911 Capital of Texas Hwy. N
Building 3, Suite 3210
Austin, TX 78759

CONTACT

Email: Info@Legacy1FA.com
Telephone: 512-342-0202
Fax: 512-342-0101




Georgetown Office


LOCATION

2004 Williams Drive
Georgetown, TX 78628

CONTACT

Email: Info@Legacy1FA.com
Telephone: 512-864-0721
Fax: 512-591-7852



Legacy One Financial Advisors is an independent, SEC registered investment advisor with offices in Austin and Georgetown, Texas. At Legacy One, our motto is "your family, your plan." Whether you are just starting out or already appreciate the need to carefully manage your financial life, we can help you achieve your goals. Our approach is to apply thoughtfulness, compassion, empathy and expertise for each family, each plan, each discussion.

JOIN OUR TEAM

At Legacy One Financial Advisors, our team enjoys a shared mission. We believe that with passion and perseverance, every individual can achieve their goals. We invest time, talent and resources in individual advancement which we believe is a benefit for each employee, our clients and our collective team.

We aim to provide competitive compensation and benefits and a fulfilling work-life balance because it is our deeply held belief that organizations where team members are happy and fully engaged are ultimately more profitable and enjoyable places to work. 

At Legacy One, you can look forward to your job every day, enjoy the people around you, and delight in the journey. If you strive to help others, have high ethical standards, intellectual curiosity and self-initiative, please reach out to us about a career opportunity today.


Legacy One Financial Advisors is an Equal Employment Opportunity Employer and does not discriminate on the basis of race, color, religion, sexual orientation, national origin, veteran state, age or disability in employment of the provision of services. 

There are currently no openings available, but our team is always open for discussion. Please send us your resume.

Send Us Your Resume

If you would like to be considered for one of the positions we currently have available, fill out the form below and send us your resume. We will get back to you if you are a candidate for one of our job listings. 

If you are an Advisor interested in partnering with an existing RIA let's connect today. We are focused on helping you grow your advisory business. We want to help give you control over how your business operates, earns, and grows. We want to give you personal satisfaction by allowing you to do what is best for your clients.

Serving as an independent RIA is not easy. We have been through the challenges of a transition, spent countless hours building the infrastructure, managed the pitfalls and we have learned along the way. We believe that with the enhancements we have made at Legacy One over the past few years we can now offer our services to other advisors looking for managerial, operational and compliance expertise.

We want to help you anticipate your needs, plan for future challenges and share some of our infrastructure and expertise with you to make your job a lot less stressful. We are interested in a collaborative approach; we want to understand your personal and professional goals and help you achieve them.

We are confident that with the right people who are philosophically aligned with us we can grow together to deliver unparalleled service, investment solutions and create more value for all those involved.

Please reach out today to discuss your goals.

Benefits of Joining an RIA

  • Client-First Culture: Legacy One’s culture necessitates always acting in our clients’ best interest. We are attentive to offering customized solutions that are right for each individual client and their family.
  • Freedom & Flexibility: Legacy One’s independence gives us the opportunity to offer your clients a wide range of solutions from advisory services to enhanced investment products. You have the opportunity to contribute to and control your own brand, reputation, and values.
  • Favorable Economic Structure: As an independent RIA, Legacy One Advisors earn a relatively competitive percentage of their revenue.
  • Entrepreneurial Partnership Alignment: Legacy One’s partners are aligned through decades of proven experience, combined skills and industry knowledge. This grouping provides the Firm with access to a broad network of relationships and resources to assist you in your business.
  • Financial Strength of an Established Firm: Legacy One is fortunate to be able to offer you and your clients compelling opportunities and a sense of long-term business continuity.
  • Supportive Practice Management: Legacy One offers operational infrastructure, compliance support and risk management including collaboration with leading service providers and technology platforms to serve clients and leverage efficiencies for growth.

Send Us Your Resume

If you would like to be considered for one of the positions we currently have available, fill out the form below and send us your resume. We will get back to you if you are a candidate for one of our job listings.