Welcome to Legacy Financial
Wealth Management that Revolves Around You
How Can We Help You?
Let's TalkLegacy Financial is an independent advisory practice affiliated with Great Valley Advisor Group, a Registered Investment Advisor. With over 100 years’ collective experience, we help secure your legacy for future generations.
Meet the TeamWe have offices in Massachusetts and Florida, and we work with clients across the country. Whether you meet us in Harvard or connect from anywhere in the U.S., you work with a fiduciary team that coordinates planning, investments, and the specialists behind the scenes.
We offer a wide variety of services, all geared to help you with your financial goals. You set your goals, and we build the plan.
Your roadmap for pre- and post-retirement — a comprehensive plan built around your goals, risk, and time horizon.
Learn MoreFiduciary, customized investment management — no proprietary products, built hand in hand with your goals.
Learn MoreTraditional & ROTH IRAs, SEP and SIMPLE IRAs, and 401(k) plans for employees and small business owners.
Learn MoreLife, long-term care, and disability coverage — a key part of wealth transfer and protecting your family.
Learn MoreSocial Security timing, RMD management, and budgeting for health and living expenses in retirement.
Learn MoreSecurities-backed lending through LPL's referral program with third-party banks for added liquidity.
Learn MoreFinancial planning is not a one-time event—it’s a relationship that lasts. Hover or tap a segment to see what happens at each step.
See How It WorksEvery relationship begins with a conversation. We’ll discuss your goals, priorities, and concerns, walk through how we work, and decide together whether we’re a good fit. There is no charge for the initial consultation.
Once we move forward, we collect the details that shape your plan: accounts, income and cash flow, tax returns, insurance, estate documents, special-needs considerations, and the family or charitable goals that matter most to you.
We study the full picture and design a strategy around your unique situation. That may include retirement income, tax-aware investing, charitable giving, estate coordination, special-needs trusts, and the right mix of accounts and custodians.
We present your plan in plain language—what we recommend, why it fits, and how it would be implemented. You leave with a clear path, not a stack of unexplained reports.
With your approval, we put the plan to work: opening or transferring accounts, placing trades, coordinating gifts or trusts, aligning beneficiaries, and connecting you with attorneys, CPAs, and other specialists when helpful.
Markets, taxes, and life all change. We stay with you through regular reviews, proactive advice, and the accountability of check-ins so your plan keeps matching the life you’re living.
Ethan Freishtat, CFP®, CHSNC® and Jacob Murray, CFP® lead the advisory practice, with complementary experience from institutional firms and boutique planning. Click a name to read a bio.
CFP®
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CFP®
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Schedule a complimentary discovery meeting and see whether we’re the right partner for your financial life.
Let’s Talk
