Legacy Foudation

Permanently closed
200 Hansen Rd
Charlottesville, VA 22911

The Legacy Foundation is an independent, fee-based advisory firm located in Charlottesville, VA, specializing in financial consulting for university professionals. With a focus on personalized financial planning and asset management, they explore a wide range of investment vehicles to enhance their clients' financial experiences and potential for success.

Committed to sustainable investing, the Legacy Foundation integrates environmental, social, and governance (ESG) factors into their investment strategies, believing that it is possible to achieve financial success while fostering positive change. Their comprehensive services include portfolio reviews, financial planning advice, and an innovative platform called eLEGACY for managing accounts.

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