Legacy Planning Advisors, LLC

Legacy Planning Advisors, LLC Empowering Our Clients to Create and Achieve Purposeful Legacies of Wealth Beyond Mere Riches Leadership provides direction. Relationship provides confidence.

Our Mission
We will bring biblical financial and life principles and influence to all whom God brings our way, being transformation agents in our clients’ lives for greater impact and freedom, and bringing a sense of clarity, confidence, and capability. We will provide servant leadership, creativity, relationship and capability through mutual accountability among ourselves and with our clients. Cr

eativity provides capability. We will shepherd clients with wisdom, discernment, care and compassion; being a place of wise counsel. We will help our clients live from the heart (wellspring of life) and make financial decisions in the context of their whole lives. We will be a resource to other advisors, locally and nationally, who share similar objectives. Securities offered through The Strategic Financial Alliance (SFA), a registered broker-dealer, member FINRA, SIPC. Financial planning services offered through Legacy Planning Advisors, LLC (LPA), a registered investment advisor. Certain professionals of LPA are representatives of SFA, which is otherwise unaffiliated with LPA. Investments in securities involve risk, including the potential loss of principal invested. We do not provide customer service or enable financial transactions through this site. Should any client have questions or concerns that are specific to his or her account, please contact our office directly. Do not post personal, account or transaction information anywhere on this site. Opinions expressed herein are those of the author and do not necessarily reflect those of The Strategic Financial Alliance, Inc., its officers, directors, employees or associated persons.

Happy 250th to our great nation! Wishing everyone a safe and wonderful holiday!
07/04/2026

Happy 250th to our great nation! Wishing everyone a safe and wonderful holiday!

Feeling overwhelmed by trusts, entities, and tax deadlines?Our latest blog, Financial Planning Strategies for Complex We...
05/07/2026

Feeling overwhelmed by trusts, entities, and tax deadlines?

Our latest blog, Financial Planning Strategies for Complex Wealth: What You Need to Know, is crafted for individuals and families navigating sophisticated financial structures. From GRATs and tax efficiency to entity restructuring and generational gifting, discover what high-impact moves you should consider.

Read by clicking the link in the comments below!

What’s the best way to give generously and strategically?Should you start a family foundation? Set up a charitable trust...
04/02/2026

What’s the best way to give generously and strategically?

Should you start a family foundation? Set up a charitable trust? A donor advised fund? Or all three?

Our latest blog breaks down the differences so you can decide what fits your goals, your values, and your tax strategy best.

Read the blog here:

Explore the differences between family foundations, trusts, and donor advised funds to discover the best strategy for generous, tax-advantaged giving aligned with your values.

Address

5400 Laurel Springs Parkway, Ste. 101
Suwanee, GA
30024

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17709192075

Website

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