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DEFINING LEGACY ADVISORS
Defining Legacy Financial Advisors is a fee-only financial advisory firm that provides impartial financial advice to help families meet their goals across all...
DEFINING LEGACY ADVISORS
Defining Legacy Financial Advisors is a fee-only financial advisory firm that provides impartial financial advice to help families meet their goals across all life stages. The firm serves growing families and retirees with multi-generational wealth management and financial planning. Lead advisor Matt Johnson, CFP®, uses a simple three-step process of understand, execute, and adjust.
General information
Firm type
RIA
Year founded
2018
Location
City
Greensboro
Principals
Matt Johnson
CFP® — Founder and CEO
Sector focus
Frequently asked questions
Who runs investment decisions at DEFINING LEGACY ADVISORS?
No named principals or investment decision-makers have been identified in public records. The firm has not published a leadership team on any platform.
What investment stages does DEFINING LEGACY ADVISORS typically target?
No target stages have been disclosed. The firm’s investment lifecycle, if any, is not documented.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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