Legend Financial Advisors

Firm Overview

Legend Financial Advisors, Inc. is a Fee-Only, Fiduciary U.S. Securities and Exchange Commission Registered Investment Advisory firm with its headquarters located in Pittsburgh, Pennsylvania. Established in 1991, Legend has been providing personalized wealth management services, including financial planning and investment management strategies, for over 30 years. Our goal is to improve the lives of our clients and their families by providing unbiased financial advice and exceptional service.

As a Fiduciary, Legend is legally and ethically obligated to always work in the best interests of our clients. This means that we do not receive any compensation or incentives from third parties, ensuring that our recommendations and actions are solely based on our clients' needs and goals. Our team of experienced financial advisors is dedicated to helping individuals and families, business entities, medical practices, and retirement plans navigate the complex world of financial planning and investment management.

Services

*Financial Planning*: We offer personalized financial planning strategies and analysis to help our clients achieve their financial goals. Our comprehensive approach includes retirement planning, estate planning, education funding, and tax planning.

*Investment Management*: Our creative, low-cost, and tax-efficient investing strategies are tailored to meet each client's unique needs and goals. We use evidence-based investing principles and utilize a variety of investment vehicles, including exchange-traded funds (ETFs), mutual funds, and individual securities.

*IRA Rollover Help*: We assist clients in transferring retirement plan monies into an Individual Retirement Account (IRA), ensuring a smooth and efficient transition.

*Investing Your 401(k) or 403(b)*: Our advisors provide guidance and recommendations for individuals who need help investing their 401(k) or 403(b) plan, ensuring that their retirement savings are working hard for them.

*Company Retirement Plans*: We offer low-cost 401(k), 403(b), or other retirement plan services for business entities, helping to ensure that their employees have access to quality retirement savings options.

*Investment Management Services for Advisors*: We provide investment management services for financial advisors, allowing them to focus on their clients' financial planning needs while we handle the day-to-day investment management tasks.

*Free One-Time Services*: We offer a variety of free one-time services, including a risk assessment, retirement analysis, investment second opinion, stock market crash analysis, portfolio tax-efficiency analysis, and investor self-evaluation.

At Legend Financial Advisors, Inc., we are committed to providing exceptional financial advice and service to our clients. Our team of experienced financial advisors is dedicated to helping individuals and families, business entities, medical practices, and retirement plans achieve their financial goals through personalized financial planning and investment management strategies.