Investing for children and grandchildren
Custodial accounts designed for long term growth and financial responsibility.
- Uniform Gift to Minor Accounts (UGMA)
- Ideal for parents and grandparents
- Simple contribution structure
Veteran owned.
Christian values.
West Virginia focused.
Legacy Advisors is a licensed, bonded and insured WV state registered investment advisor.
We believe in disciplined investing, honest guidance, and keeping capital rooted in our local communities.
Clear Thinking for Your Financial Future
At Legacy Advisors, we provide professional investment management built on clarity, discipline, and long-term focus, without unnecessary complexity or financial industry noise.
Our clients have access to the same markets and investment opportunities used by major Wall Street firms, combined with independent advice from a team rooted here in West Virginia.
Every portfolio we manage is designed individually based on your goals, risk tolerance, time horizon, and personal values. No one-size-fits-all models. Just a thoughtful strategy built around you.
Focused services. Done well.
Roth IRAs for WV earners
Tax efficient investing built for consistency and patience.
- Automated contributions
- Long term growth focus
- Clear, uncomplicated structure
Brokerage accounts for long (or short) term goals
For investors who want flexibility beyond traditional retirement accounts.
- Designed for multi-year time horizions
- Professional managed
- Not day trading, not speculation
The Mountaineer Dividend
We believe that when West Virginians invest with a WV based firm, the benefits should stay here. Most large Wall Street backed advisors transfer your client fees out of the state, and out of the community, we're different:
Each year, Legacy Advisors allocates 10 percent of our operating profits to eligible WV residents and WV small business clients. Distributions are based on assets under management (AUM) and the length of the client relationship (how long you've been with us).
This is not an investment return. This is a profit sharing distribution from our firm. We want to grow the wealth of WV families, and we back it up by writing checks.
This is how we intend to keep WV money in WV.
Cryptocurrency & Digital Assets
Many of our clients come to us with questions about how cryptocurrency fits alongside traditional investments such as stocks, bonds, and retirement accounts.
Legacy Advisors has followed the cryptocurrency ecosystem since its early days. Our founder began mining digital assets in 2012 and continues to monitor developments in blockchain technology, market structure, and regulation.
If you currently own cryptocurrency or are exploring digital assets, we can help you evaluate how they may fit into a diversified financial plan.
Cryptocurrencies are speculative investments and may not be appropriate for all investors.
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