Family Legacy Financial Solutions
@familylegacync.com
At Family Legacy Financial Solutions, we are passionate about our industry and helping families. We firmly believe that as advisors, our role is not to simply serve clients, but to do so in a way that educates and empowers them to take an active role in managing their finances. We have always valued relationships over transactions. We provide relationship-based, comprehensive wealth management focused solely on clients needs and their best interests. Our founding advisors partnered to build a firm that reflected an unwavering commitment to their clients. They created a firm based on the core values of family, authenticity, transparency, empowering and educating clients, and Family Legacy Financial Solutions was born. We welcome you to explore our site, which is filled with articles, newsletters, and calculators designed to help you learn more. As you search our site, send us a note regarding any questions you may have. We'll get back to you quickly with a thoughtful answer. _______________ Disclosure: Advisory services provided by Family Legacy Financial Solutions, LLC, a Registered Investment Advisor. Investment Advisor Representatives of Family Legacy Financial Solutions have a fiduciary duty to act in the best interests of our clients and to disclose any conflicts of interests and any associated fees.
Family Legacy Financial Solutions's Company Logos
Family Legacy Financial Solutions's Brand Colors
Hex Code
Color name
RGB
HSL
CMYK
#002D00
Deep Fir
0, 45, 0
120, 100, 9
100, 0, 100, 82
#FFFFFF
White
255, 255, 255
0, 0, 100
0, 0, 0, 0
#5E5E5E
Scorpion
94, 94, 94
0, 0, 37
0, 0, 0, 63
About Family Legacy Financial Solutions
Family Legacy Financial Solutions is a Cary, North Carolina-based financial advisory firm serving families and professionals in the Triangle and beyond. Founded by uncle-and-nephew team Todd Iglehart and Josh Stubbolo, the firm takes a family-centered approach to financial advice, emphasizing personalized planning rather than one-size-fits-all formulas. Its advisers work with clients to understand their finances, priorities, and goals, then build and adjust plans as life changes.
Services include financial and investment planning, retirement planning, budgeting, estate planning, life insurance, tax planning, tax preparation, and risk management. The firm also provides decision-making support for significant financial choices and helps clients develop strategies for security, financial freedom, and building wealth across generations. Family Legacy describes its relationship with clients as ongoing, offering guidance through different stages of life and helping put plans into action. Advisory services are provided by Family Legacy Financial Solutions, LLC, a registered investment adviser. The firm invites prospective clients to book a consultation to learn about its approach and services.
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Finance
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