Investing for children and grandchildren
Custodial accounts designed for long term growth and financial responsibility.
- UGMAs and UTMAs
- Ideal for parents and grandparents
- Simple contribution structure
Veteran owned. Christian values. West Virginia focused.
Legacy Advisors is a licensed, bonded and insured state registered investment advisor.
We believe in disciplined investing, honest guidance, and keeping capital rooted in our local communities.
Who we work with
At Legacy Advisors we cater to clients who want professional investment management without unnecessary complexity. Our clients tend to contribute regularly, stay invested through market cycle, and focus on long term outcomes rather than short term noise.
If you're looking for active trading, complex partnership structures, or constant portfolio changes, we may not be the right fit.
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
Pricing plans that elevate your business
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