Legacy Advisors is a licensed, bonded, and insured WV state-registered investment advisor.
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.
Veteran-owned.
Disciplined investing.
Christian values.
Honest guidance.
West Virginia focused.
Keeping capital rooted in our local communities.
Who We Serve
Business Owner
Running a business takes everything you've got. Your finances shouldn't be another thing to worry about.
Parent / Family
Your financial decisions don't just affect you — they shape your family's future.
Student / Young Professional
Start strong. Build early. Get ahead.
What We Can Help With
Financial Planning
A complete picture of where you are and a clear path to where you want to be. We build personalized plans that evolve as your life does.
Investment Management
Disciplined, evidence-based investing aligned with your goals and risk tolerance. No guesswork - just a portfolio that works as hard as you do.
Retirement Planning
Whether retirement is decades away or right around the corner, we help you get there with confidence - and make the most of it once you arrive.
Tax-Aware Strategy
Smart planning doesn't stop at returns. We factor tax efficiency into every decision, helping you keep more of what you earn.
Insurance Planning
Protecting what you've built is just as important as building it. Comprehensive insurance planning is on the way.
Investing in Today's Markets
We provide access to modern investment vehicles - including crypto exposure through regulated ETFs - for clients who want broad, diversified market participation.
The Mountaineer Dividend
We believe the people who help us grow should share in our success. Every year, Legacy Advisors distributes 10% of net operating profits back to our West Virginia clients and businesses — because your trust in us should come with real, tangible value.
How it works
Live in West Virginia
The Mountaineer Dividend is exclusively available to WV-resident advisory clients and businesses.
Become a client
Open an advisory account with Legacy Advisors. Every client qualifies - no minimum balance required.
Stay the course
Distributions reflect your tenure and account size. The longer you stay, the more meaningful your share.
Receive your dividend
Annual distributions go directly to qualifying clients. Every account gets a meaningful share - including smaller ones.
See the full distribution formula
Get Your Financial Question Answered — On Video. Free.
Most financial advice is generic. Yours shouldn't be. Submit your question and we'll record a personalized video response - just for you.
No sales pitch. No obligation. Just a real answer from a real advisor who knows West Virginia and understands your situation. We answer every question submitted. Your question may also help other families just like yours.
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