About Us

We provide personalized solutions that help you navigate your financial journey with confidence.

Welcome to American Family Legacy Group

We are more than financial advisors. We are your partners in achieving financial security and building a legacy.

1 +

years of experience
American Family Legacy Group since 2009

View Our Services

American Family Legacy Group is a wealth management firm dedicated to providing independent and wealth management advice through personalized service and expert financial counseling to high-net-worth families on a discretionary basis.

Founded in 2009, American Family Legacy Group strives to generate superior investment performance for our clients, within the context of our clients’ objectives and risk parameters. As a privately held financial and investments advisory firm, we offer independent, unbiased financial counsel on our clients’ unique needs and priorities. While this independence provides our clients with highly personalized services, American Family Legacy Group offers a complete range of services and access to global investment opportunities and best-in-class multi-generational estate and financial planning strategies.

Our Mission.

Our mission is to deliver exceptional wealth management services that align with your unique goals and aspirations. We aim to empower our clients through innovative strategies, expert guidance, and a commitment to building lasting relationships. At American Family Legacy Group, we don’t just manage wealth—we create pathways for long-term success and security.

Our Vision.

We aspire to set the standard for excellence in wealth management. Our vision is to be recognized as a premier partner for clients seeking financial growth, legacy building, and security. By combining innovation, expertise, and personalized service, we aim to inspire trust, foster meaningful relationships, and help shape a legacy of prosperity for generations to come.

why choose us?

We understand that achieving financial success requires more than just a one-time plan

Choosing a wealth management partner is about more than just managing your finances, it’s about finding someone who genuinely cares about your success. At American Family Legacy Group, we combine expertise, integrity, and a personalized approach to deliver exceptional service and results.

We design strategies specific to your unique goals, priorities, and financial situation.

Acting as fiduciaries, we are committed to always putting your interests first.

We continuously monitor your portfolio and adapt strategies to meet changing conditions and opportunities.

Our team brings a wealth of knowledge and experience to every decision we make.

Discovery More

Tailored Financial Strategies

Our strategies are meticulously designed to align with your personal goals, risk tolerance, and time horizon, ensuring that every decision supports your vision for the future.

Expertise You Can Trust

Whether you need assistance with retirement planning, asset management, or estate strategies, we bring a wealth of knowledge to guide you toward success.

Transparency and Integrity

As fiduciaries, we are legally and ethically obligated to prioritize your goals above all else, ensuring that you receive unbiased advice and full transparency at every step.

Proactive Support

Our team provides continuous monitoring and support to ensure your strategy stays on track through life’s changes and market fluctuations.

Long-Term Commitment

We build enduring relationships with our clients, offering guidance and support through every stage of life.

Wealth Management Solutions

We take a holistic approach to your financial well-being, addressing every aspect of your wealth management needs.

Management Team

Our team is made up of experienced and visionary professionals dedicated to guiding you toward your financial goals.

Our The Team

Experienced Professionals

Client-Focused Approach

Innovative Thinkers

Commitment to Excellence

Let’s Work Together!

Contact us to discover how we can help you achieve your financial goals and secure your future. Let’s build your path to prosperity—together.

Discover your next investing strategy