# DEFINING LEGACY ADVISORS

DEFINING LEGACY ADVISORS is a RIA based in Greensboro.

## Overview

- **Organization type:** RIA
- **Headquarters:** Greensboro
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** defininglegacyadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/matt-johnson-cfp%c2%ae

## Regulatory record

- **CRD number:** 299537
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/299537

## About

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.

## Sectors

- Growing families and retirees

## People

- Matt Johnson — CFP® — Founder and CEO

## 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.

## Related profiles

- [Brookstone Partners IAC, Inc.](https://altss.com/profile/brookstone-partners-iac-inc)
- [Annaly Credit Opportunities Management LLC](https://altss.com/profile/annaly-credit-opportunities-management-llc)

---

Last updated: 2026-08-11T15:06:35.052Z

Canonical page: https://altss.com/profile/defining-legacy-advisors

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology