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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...
Overview
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
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.
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