Our organization is designed for you.
It’s hard (and a little lonely) to go it alone. We know. That’s why we came together to create Legacy Advisors Network.
We’re advisors and coaches in independent firms who want to accelerate our success—and we’re doing that by learning and working together to serve the private and family-owned business market across the U.S., while exponentially growing our revenue.
When we began, we created a traditional study group—to learn together, support each other and enhance our skills. While we continue to do that, we also have created something more: a business of go-to leaders in the SMB market.
Don’t go it alone. Learn more today.
You’ll find your people in LAN.
We are your people—value advisors, succession and exit planning strategists, and business coaches. Together, we deepen and broaden our capabilities, enhance our skills, create a bigger footprint, and through collaborative opportunities, we grow our firms, all while better serving our clients.
Join us in LAN today.
A sole advisor who wishes you could tap a small group to think through a complex client scenario with you, or leverage proven client tools rather than recreating the wheel.
A newly-minted CEPA seeking mentoring on the practical application of your knowledge, as well as a quick start to grow your firm.
An experienced exit planner great at winning clients, but you’d love to have a trusted partner for the longer-term implementation of growth and exit plans, while still getting a slice of the pie.
A business coach or fractional CFO who sees the opportunity to broaden your offerings and work with experienced partners to fully serve your business clients’ financial needs.
We imagine you’re like us.
