Financial Planning
Hearing from your pension provider a year before retirement? Where were they for the last 20 years? You need a long-term, cohesive plan with constant reviews and an end goal. The Legacy Foundation offers a systematic approach to planning.
Asset Management
At The Legacy Foundation, your portfolio is not treated like a target date or age based fund, but is personalized to reflect your risk profile with the inclusion of individual stocks, ETFs, and alternative investments that are monitored on an ongoing basis taking into consideration the current market environment and the effects of longer term trends.
ESG Investing
Sustainable investing can be smart investing, and The Legacy Foundation can advise you on how to make your investments a powerful force for change. By integrating environmental, social and governance (ESG) factors into the investment process, we believe it is possible to do well while doing good.
The Legacy Foundation.
The Legacy Foundation is an independent fee-based advisory firm specializing in financial consulting for university professionals. Our goal is to add value to your financial experience through our services and programs. Our independence allows us to explore a wide range of investment vehicles and programs without the limitations of proprietary products, potentially increasing your chances for success. Why should you choose an independent financial advisor? Find out here! We currently provide both financial planning advice and asset management with reference to 403(b) and 401(a) pension programs. Check our other services and investment vehicles to view our approach in assisting you to identify your legacy. – Judy Esau, ChFC, AAMS – President/Founder
eLEGACY
You Asked For It
All of your accounts on one simple platform, intuitive and secure.
We offer complimentary portfolio reviews to determine if there are deficiencies in your current asset allocation.
Call 434-971-5917 to schedule an appointment!
Featured Articles
Insightful and informative articles updated weekly. Contact us today with any questions.
Weekly Wrap: Macro Factors and Earnings Are Testing the Market
Dear Friends, For the past two weeks, we’ve seen the markets pull back due to geopolitical tensions and sticky inflation data. Meanwhile, we’ve also seen the markets rebound after strong earnings were released from S&P 500 companies. The mixed picture is testing...
Roth Conversion Or Not?
Dear Friends, Recently, we have fielded questions regarding the option to convert Traditional IRAs into Roth IRAs. There are many factors that go into making the determination as to who would benefit from this strategy. To better understand this option, we will...
Weekly Wrap: Hot Inflation Number Ahead of Earning Season
Dear Friends, In honor of Earth Month, the University of Virginia is hosting several events to bring awareness to sustainability in our daily lives. As a B Certified organization, the Legacy Foundation has a commitment to incorporate sustainable investment strategies...
Reach Us
1415 Rolkin Court
Suite 204
Charlottesville VA 22911
434.381.4368