Legacy Design Advisors

Financial Services • • 1-10 Employees

Company overview

Headquarters	XX
Website	legacydesignadvisors.com
NAICS	52
Keywords	Retirement Income, Estate And Legacy Planning, Charitable Giving Strategies, Multigenerational Wealth, Advanced Life Insurance Design, Annuities And Income Planning, Premium Financing Strategies
Founded	2025
Employees	1-10

Key Contact at Legacy Design Advisors

Elise Monroe

Director of Planning & Case Design

About Legacy Design Advisors

Legacy Design Advisors is a boutique, family-run financial firm helping families, professionals, and business owners design personalized strategies to build, protect, and transfer wealth. Formerly Lakeshore Financial Group Peoria, we’ve expanded and rebranded as Legacy Design Advisors after relocating to Florida. With a growing, licensed team and years of experience in the advanced planning space, our mission remains simple: to help you plan with clarity, reduce unnecessary taxes, and create a legacy that lasts for generations. Our specialties include: - Advanced life insurance design - Premium financing strategies - Annuities and income planning - Estate and legacy planning - Charitable giving strategies We work closely with high-income individuals, family-owned businesses, and multigenerational households to provide planning that aligns with their values and goals. Whether you’re growing a business, planning for retirement, or thinking ahead for your family—we’re here to help make your legacy intentional, strategic, and protected. Based in Florida — Serving clients nationwide

Legacy Design Advisors revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Legacy Design Advisors has never raised funding before.

Frequently asked questions

Legacy Design Advisors is located in XX.

Legacy Design Advisors was founded in 2025, making it 1 years old. The company has established itself as a significant player in its industry over this time.

Legacy Design Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Legacy Design Advisors

Elise Monroe

Director of Planning & Case Design

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