Our story
Built on a belief that wealth management should be different
Legacy Advisors was founded on a simple conviction: that high-net-worth families deserve advisors who think like owners, not salespeople.
2008
Year founded
Fee-only
Compensation model
Referral only
How we grow
180+
Families served
Why we exist
Legacy Advisors was founded in 2008 by James Whitfield, after years of watching large financial institutions prioritize product sales over genuine client outcomes. He believed there was a better way — a firm structured around the client's interests, not the firm's revenue targets.
We are an independent, fee-only advisory firm. We do not sell products. We do not earn commissions. Our only compensation is the fee our clients pay us — which means our interests are perfectly aligned with theirs.
Over the past fifteen years, we have grown quietly, by referral only, to serve more than 180 families across the country. We have never advertised. Every client relationship began with a conversation and a recommendation from someone who trusted us with their own family's future.
What we believe
The principles that guide every decision
Independence
We are beholden to no institution, no product shelf, and no revenue target other than the fee our clients pay us. Our advice is free from conflict.
Discretion
The families we serve trust us with their most sensitive financial information. That trust is sacred. We have never had a data breach, and we never discuss client affairs outside the firm.
Long-term thinking
We are not optimizing for this quarter's returns. We are building strategies designed to endure across decades and generations — which requires patience, discipline, and a willingness to resist short-term noise.
Honest counsel
We tell clients what they need to hear, not what they want to hear. That sometimes means delivering difficult news. It always means giving advice we would give to our own families.