About Legacy Financial
Wealth management that revolves around you
We believe in building relationships that last, by providing comprehensive and practical wealth management strategies and acting as our clients’ financial quarterbacks.
Legacy 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.
We strive to go above and beyond a transactional relationship. As fiduciaries, we consider every aspect of the planning process to provide a cohesive and easy-to-understand plan. We believe in objective market research and removing the emotionality from investing. We don’t work for an insurance company or broker/dealer—we work for you.
We have offices in Massachusetts and Florida, and we work with clients across the country. You set your goals, and we build the plan.
How We Work
Tailored advice — the one-size-fits-all approach simply does not work.
Holistic planning — we’re not here to set up a transactional relationship. As fiduciaries, we consider every aspect of the planning process.
Independence & objectivity — we believe in objective market research and removing the emotionality from investing.
Accountability — we help you follow through on your financial commitments, with regular check-ins to review goals and progress.
Meet the Team
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.
Ethan Freishtat
CFP®
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Jacob Murray
CFP®
View Profile →The specialists behind the scenes
Through Great Valley Advisor Group, clients have access to investment strategy, compliance, and operations professionals who support our advisory work.
Our relationship with GVA
Investment advice is offered through Great Valley Advisor Group, a Registered Investment Advisor. See how that affiliation supports our work with you.
Let’s start the conversation
Schedule an introductory meeting to learn how we can help you navigate life’s financial decisions.