It’s hard to go it alone.

Luckily, you don’t have to. Legacy Advisors Network was made for you.

We’re advisors and coaches in independent firms who want to accelerate our success by working together to serve the private and family-owned business market across the U.S., while exponentially growing our revenue. 

Don’t go it alone. Learn more today.

We imagine you’re like us.

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. 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/CIO/COO who sees the opportunity to broaden your offerings and work with experienced partners to fully serve your business clients’ financial needs.

You’ll find your people in LAN.

Join the network today.

(Check out a few of our faces below.)

  • Melinda Adams, MBA, CEPA

    M&T Financial Partners
    Texas

  • Tommy Battle, MBA, CEPA, CFP

    Financial Designs Business Advisors
    Virginia

  • Joe Scheid, AIF®, CEPA, CFBS, CLTC

    Legacy Advisors Arizona
    Arizona

  • Julie Bird, CFBS, CEPA

    Cornerstone Wealth Strategies
    Texas

  • Jason DeKeuster, CEPA, CFBS

    Northern Prairie Financial
    Minnesota

  • Bennett Lebowitz, CEPA

    Pando Consulting Group
    Tennessee

  • Taylor Hodges, CFP®, CExP™

    Southern Capital
    Florida

  • Rick Scruggs, CLU®, ChFC®, C(k)P

    Financial Designs
    Virginia

  • Steve Hopkins, CPCU, ChFC®, CEPA

    Charter BTA
    Oregon

  • Mark Richards

    Cool Hollow Financial
    Pennsylvania

  • Eric Terry, CEPA

    Horizon Business Transitions
    Washington

  • Ernie Vorpahl, CFP®, CEPA

    East End Financial Solutions
    New York