A complete list of active advisors currently associated with Ages Legacy Advisors, LLC
Warmer can help you find a great advisor at Ages Legacy Advisors, LLC or one who fits your needs even better.
Ages Legacy Advisors is a fee-only, single-advisor registered investment adviser that serves individuals, high-net-worth clients, and employer plan sponsors. The firm provides investment management, comprehensive and project-based financial planning, retirement plan consulting for plan sponsors, estate-planning coordination through third-party providers, and educational seminars. The firm builds individualized investment policies and asset-allocation targets and implements portfolios using a mix of passive and active strategies informed by fundamental analysis and Modern Portfolio Theory; discretionary trading authority is available where agreed. Ongoing monitoring and plan updates are part of engagements, and portfolios can be tailored to include socially responsible (ESG) criteria or client-imposed restrictions. Compared with many independent solo advisers, Ages Legacy Advisors emphasizes retirement-plan consulting and participant education—services that include investment policy development, fee analysis, vendor searches, and ERISA-focused advice. The firm is newly formed in 2026, is led by a CFP®-credentialed principal, and also offers fee-based public or group seminars and estate-planning coordination via third-party platforms, giving it a broader service mix than is typical for its size.
To learn more about the advisors currently working at Ages Legacy Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Atlanta, GA
| 13
|
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