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Phone: (412) 635-9210
  (888) 236-5960
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ABOUT US

 

WHAT WE DO

Legend Financial Advisors, Inc.® (Legend) is a Fee-Only1, Fiduciary U.S. Securities and Exchange Commission registered investment advisory firm with its headquarters located in Pittsburgh, Pennsylvania.  Legend and its Advisors are Fiduciaries who are required by law to act in their clients’ best interests at all times.

Legend offers the following Advisory Services:

  1. Personal Investment Management and/or Investment Consulting*
  2. Personal Financial Planning (available only if Legend is retained for Investment Services)*
  3. Retirement Plan Investment Management and/or Investment Consulting*
  4. Non-Profit Organization Investment Management and/or Investment Consulting*
  5. Business or Medical Practice Financial Planning*

*PLEASE NOTE EACH OF THE ABOVE SERVICES HAS ITS OWN SEPARATE FEE SCHEDULE.

The staff at Legend recognizes that along with financial success comes increased responsibilities and complexity.  Legend can examine the critical interdependencies among investments, income and estate taxes, income for retirement, daily expense management, as well as business counseling and philanthropic decision-making, if desired by the client.  Legend recognizes that its clients have unique financial needs and goals that change over time.  Legend can demonstrate the short-term as well as long-term benefits of Financial Planning for the numerous aspects of a client’s financial situation with the goal of improved decision-making.

 

LEGEND’S PERSONALIZED WEALTH MANAGEMENT SERVICES

Clients who utilize Legend’s Personalized Wealth Management Services are typically seeking unbiased advice with tailored recommendations, improved after-tax results especially with regard to investments, assistance with regard to the transfer of wealth to the next generation, protection of client wealth, and reduction of time spent overseeing client affairs and assistance with coordinating their financial matters among a multitude of other financial professionals.

Legend takes pride in addressing each client’s situation on an individual basis.  This includes committing to establishing trust, respect, and a lasting partnership with clients.  Long-term client relationships as advisors, partners, and in many cases friends are deeply valued.

 

HOW LEGEND DIFFERS FROM ITS COMPETITION

Legend differs from its competitors by working as a team for its clients, providing personalized attention every step of the way.  In most firms, each advisor has his or her own set of clients.  While any two advisors in those firms may operate in a somewhat similar manner, clients almost always receive two different levels of service as well as quality of advice.  At Legend, all clients are firm clients and are counseled in the same manner and receive the same high-quality level of advice and hands-on, courteous service.  Each of Legend’s advisory team members work on the clients’ behalf in a concerted manner thereby ensuring the quality of advice and level of service being provided.

Also, Legend assists its clients with the time-consuming task of managing their financial affairs among multiple financial professionals in the fields of accounting, banking, insurance and/or legal matters.  If a client does not work with a financial professional in a particular area, Legend will recommend a prescreened professional who can assist in that specialty.

Legend further differs from competitors in that personalized solutions are created for its clients.

For example, at most competitor firms, an investment asset with low cost basis often would be sold regardless of income tax ramifications and generally without a discussion with the client.

At Legend, an analysis of all client investment securities as well as the applicable income tax ramifications of each position would first take place and then be discussed at length with the client.  A tax-efficient investment strategy would then be developed and agreed upon.  If a particular security no longer fits the portfolio, a strategy would be developed to liquidate it if income taxes can be minimized.

Legend constantly searches for new investment management strategies to potentially maximize our clients’ results.  Furthermore, income tax efficiency both from an investment as well as an asset location (whether or not inside of an IRA or retirement account) standpoint is continually reassessed.

 

FOUR REASONS TO CHOOSE LEGEND
  1. Legend is a Fee-Only1, Registered Investment Advisory Firm.  Fee-Only1 Means Legend is Compensated Exclusively by Client Fees.  Unlike Legend, Fee-Based Advisors and Brokerage Firms have Numerous Conflicts of Interest Due to the Fact that they Receive Commissions.

  2. Legend and its advisors are Fiduciaries who are required to work in their clients’ best interests at all times and disclose conflicts.

  3. Legend Designs Dynamic, Creative and Personalized Financial Planning and Investment Solutions for Its Clients.

  4. Legend Emphasizes Low-Cost Investments Where Possible that are Allocated and Traded in an Income Tax-Efficient Manner.

 

 
LEGEND’S MISSION STATEMENT

Legend’s mission is to achieve an unequaled standard of excellence in the financial advisory profession by providing personalized value-added services to clients thereby becoming indispensable by assisting them in making informed, intelligent financial decisions so that they can spend their time focusing on matters that mean the most to them.  A client’s peace of mind is the staff at Legend’s greatest reward.

 

Please Note:

1Legend is a Fee-Only Advisory Firm.  Fee-Only Means Legend Never Receives Any Commissions.  However, Legend Trades Securities on Behalf of the Client Through a Few Non-Related Institutional Custodians.  As a Result, the Client Often Pays a Small Fee for Mutual Fund Trades for Transactions (Also Known as a Trading Fee or Commission).  Again, Legend Never Receives any Portion of this Fee.




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