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The Legacy Foundation
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eLEGACY
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The Legacy Foundation
University Professionals
Financial Planning
Asset Management
ESG Investing
About
Contact
Research and Insights
eLEGACY
Fidelity NetBenefits
LPL Account View
University Professionals
Financial Planning
Asset Management
ESG Investing
About
Contact
Research and Insights
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eLEGACY
Fidelity NetBenefits
LPL Account View
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Sustainable Investing, University Benefits Legacy Foundation 9/2/26 Sustainable Investing, University Benefits Legacy Foundation 9/2/26

Values on Campus: Why University Communities Are Embracing Sustainable Investing

 How ESG considerations may fit into your personal investments and workplace retirement plan.

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University Benefits Legacy Foundation 7/28/26 University Benefits Legacy Foundation 7/28/26

Coordinating Your Campus Retirement Accounts With the Rest of Your Portfolio

Why coordination matters, and how to approach it.

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University Benefits Legacy Foundation 6/23/26 University Benefits Legacy Foundation 6/23/26

Summer Break: A Great Time to Plan

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University Benefits Legacy Foundation 3/3/26 University Benefits Legacy Foundation 3/3/26

Are Your University Benefits Working Together?

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University Benefits Legacy Foundation 3/3/26 University Benefits Legacy Foundation 3/3/26

Are You Using Your 403(b) and 457 Plan Strategically?

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Office: (434) 971-5917
1415 Rolkin Court, Suite 204, Charlottesville, VA 22911 
info@yourlegacyfoundation.com

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Check the background of your financial professional on FINRA's BrokerCheck. The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: CA, CO, FL, IN, KY, MD, MN, MO, NC, NH, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA, WI, WV | Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and The Legacy Foundation LLC are separate entities from LPL Financial.      ‍   ‍
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