Defining Legacy Financial Advisors

Financial Services • Greensboro, North Carolina, United States • 1-10 Employees

Company overview

Headquarters	Greensboro, North Carolina, United States
Website	defininglegacyadvisors.com
NAICS	52
Employees	1-10

Key Contact at Defining Legacy Financial Advisors

Matt Johnson

Founder

About Defining Legacy Financial Advisors

We’re built for families! We focus on bridging generations to connect families and their finances. These days grandparents are providing child care, children are providing elderly care, and everyone is chipping in to pay for education. As much as ever families need each other, and our program is designed to be prepared when they do. We strive to be the centerpiece of your financial life to help you make better decisions with your money. We have the ability to independently help multiple generations of a family no matter where they are on their financial timeline. When appropriate, we will coordinate across generations to achieve a common goal while maintaining the privacy of each family unit. After putting all the thought and effort into your financial plans, the last thing you want is to start over when it comes time to execute them. No matter what your circumstances are, at some point your financial life will have an impact on those that are closest to you. We believe that a family that plans together, thrives together.

Defining Legacy Financial Advisors revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Defining Legacy Financial Advisors has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Defining Legacy Financial Advisors has never raised funding before.