Products & Services
- Investments
- Taxes
- Wealth Management
- Investments
- Taxes
- Wealth Management
“Helping our clients make the best and wisest financial decisions while providing a personable quality of service is what this business is all about,” says principal Chris Brown, who opened Family Legacy with father, William, in 1995 after clients asked for services including big-picture financial planning, small business consulting, tax planning and retirement planning. Family Legacy manages money for individuals, families, trusts, and businesses.
“We have built our business one client at a time,” says Brown. “We focus on helping good people make wise choices to follow their path towards their future.” That’s where Chris and William stand out from the crowd. “We provide a level of service that’s hard to find in this business,” Chris says. “We really listen to our clients and find out what’s most important to them. We are passionate about helping people make the best financial decisions according to their individual needs.”
Chris has traveled extensively, but says there’s no place he’d rather live than the place where he grew up, working with his dad and carrying on his own family legacy.