Our Story
Legacy Advisors was built from a simple frustration: too many clients are ending up with incomplete plans, unnecessary taxes, gaps in protection, and strategies that are never fully implemented. We created a resource to bridge the gap between expertise and implementation.
The Team
Our advisors bring deep technical expertise and a strategic coordination mindset to the planning process.
Andrew Keehn
Team Lead
Andrew is an Enrolled Agent and financial advisor focused on helping business owners and high-income clients think beyond isolated advice. He founded Legacy Advisors to bridge the gap between fragmented planning and a coordinated, proactive approach to financial strategy.
Our team lead brings a comprehensive perspective to the planning desk. She specializes in coordinating tax, retirement, and estate planning to ensure all pieces of a client's financial life work together seamlessly.
Specialist 1
Specialist 2
Specializing in tax strategy and retirement income planning, this expert helps advisors identify opportunities to reduce lifetime taxes and optimize capital for long-term wealth transfer.
Expert in estate liquidity and succession planning, this advisor ensures that business continuity and family wealth transfer are managed with technical depth and strategic precision.
Planning only works when the pieces are coordinated.
We believe that financial planning should be a unified process, not a collection of isolated strategies. Our philosophy is rooted in the family office model, where someone is responsible for seeing the entire picture and ensuring all specialists are working toward the same goals. We help your firm bridge the gap between technical expertise and client value, bringing the right resources to the table so your clients can think ahead and move forward with clarity.