The Legacy Foundation, LLC

The Legacy Foundation, LLC

The Intentional Advisor - Financial consulting for university professionals. Let's get the conversation started!

The Legacy Foundation, LLC is an independent firm providing financial planning strategies and asset management. For 25 years we have been advising clients, primarily university employees, using our experience in the area of pension planning and our comprehensive understanding of the myriad choices and changes that occur with employer benefit plans. Our commitment to maintaining the highest ethical

Darden Worldwide Course Shifts Focus Following Earthquake in Morocco 01/05/2024

It's great to see the UVA community making an impact worldwide! Check out this article to learn about Darden students' experience in Morocco following the 2023 earthquake.

Darden Worldwide Course Shifts Focus Following Earthquake in Morocco The Darden Worldwide Course in Morocco featured work with the High Atlas Foundation in the wake of the enormous earthquake the country experienced in September.

11/24/2022

Your Legacy Foundation team would like to wish everyone a safe and peaceful Thanksgiving Day!

11/15/2022

Our hearts are broken at the loss of three members of our community, Devin Chandler, Lavel Davis Jr., and D’Sean Perry and our two UVA students currently receiving care from our medical center. Our family truly appreciates all the support from all over the country today. 🧡

Art by Abby Armistead, Class of 2014 and UVA Law 2018.

11/11/2022

In honor of Veteran’s Day, The Legacy Foundation would like to thank the millions of veterans who have served in the U.S. military. Please join us in acknowledging the many sacrifices made by our friends, family, and colleagues who have served and continue to serve.

National Hispanic American Heritage Month 2022 09/30/2022

Please join us in observing the cultures and contributions of Hispanic and Latino Americans during Hispanic Heritage Month. This is a time to celebrate the extensive history and traditions of those who have influenced our society. Click the link below to learn more about Hispanic Heritage Month.

National Hispanic American Heritage Month 2022 Paying tribute to the generations of Hispanic Americans who have positively influenced and enriched our nation and society.

The first day of fall marks the autumn equinox, which is different from a solstice 09/22/2022

Happy First Day of Fall from Charlottesville! Click the link below to learn more about the Autumnal Equinox.

The first day of fall marks the autumn equinox, which is different from a solstice The first day of the Northern Hemisphere's seasons correspond with the Earth's tilt toward or away from the sun.

09/02/2022

Happy Labor Day from The Legacy Foundation team! We hope you safely enjoy the holiday and reflect on the achievements of our great American workers.

Homepage 07/20/2022

This weekend, July 22-24, is National Adoption Weekend. Hundreds of thousands of animals are in need of their forever home. Click the link below to find out more about how you can adopt or foster your next best friend!

https://bestfriends.org/

Homepage With Best Friends, you're working to save the lives of cats and dogs all-across America, giving pets second chances and happy homes.

Fourth of July – Independence Day 06/30/2022

Happy 4th of July to all our amazing clients and colleagues! Learn more about Independence Day by clicking the link below:
https://www.history.com/topics/holidays/july-4th

Fourth of July – Independence Day The Fourth of July—also known as Independence Day or July 4th—has been a federal holiday in the United States since 1941, but the tradition of Independence Day

Summer Solstice 2022: The First Day of Summer 06/21/2022

Happy first day of Summer from Charlottesville! 😎 Today, June 21st, marks the Summer Solstice – the longest day of the year. Learn more about the 2022 Summer Solstice by visiting the link below:

https://www.almanac.com/content/first-day-summer-summer-solstice

Summer Solstice 2022: The First Day of Summer The Summer Solstice happens on Tuesday, June 21, 2022! Find the answers to common questions, like: What is a solstice? Is the solstice the longest day of the year?—and more! Find solstice facts, folklore, and more from The Old Farmer's Almanac.

06/17/2022

Happy Father's Day to our friends, clients, and colleagues who are celebrating this weekend!

06/17/2022

Juneteenth celebrates the emancipation of enslaved African American people in the United States. For this reason, the holiday is sometimes referred to as Freedom Day or Emancipation Day. The holiday is also a time to reflect on the atrocities and inequalities that African Americans have endured throughout history and in the present day.

About  | Le***an, Gay, Bisexual, Transgender and Q***r Pride Month  | Library of Congress 06/06/2022

Happy Pride Month to our LGBTQ+ clients, friends, and colleagues around world! Learn more about by clicking the link below:

https://www.loc.gov/lgbt-pride-month/about/

About  | Le***an, Gay, Bisexual, Transgender and Q***r Pride Month  | Library of Congress Le***an, Gay, Bisexual, Transgender and Q***r (LGBTQ) Pride Month is currently celebrated each year in the month of June to honor the 1969 Stonewall Uprising in Manhattan. The Stonewall Uprising was a tipping point for the Gay Liberation Movement in the United States. In the United States the last S...

Memorial Day 05/27/2022

Please join us in remembering and honoring those who have died while serving in the U.S. military. We would like to wish all our clients, colleagues and friends a safe and Happy Memorial Day weekend! Visit the link below to learn more about Memorial Day and its history.

https://www.history.com/topics/holidays/memorial-day-history

Memorial Day Originally known as Decoration Day, Memorial Day started in the years following the Civil War and became an official federal holiday in 1971 to honor those who served and died in wars.

Mental Health America | Homepage 05/23/2022

May is Mental Health Awareness Month. Please join us in raising awareness about the importance of mental health & mental health conditions. Visit the Mental Health America website by clicking the link below to learn more about the signs and symptoms of mental illness along with a range of resources and information about mental health.



https://www.mhanational.org/

Mental Health America | Homepage When we think about cancer, heart disease, or diabetes, we don't wait years to treat them. We start before Stage4--we begin with prevention. So why don't we do the same for individuals who are dealing with mental health concerns?

After Two Unusual Years, UVA Set to Celebrate Return to Traditional Finals Weekend 05/19/2022

Congratulations to the almost 8,000 University of Virginia 2022 graduates! For the first time in two years, the traditional final exercises will be held on the lawn.

Please visit the link below to learn more about the finals weekend celebrations and the schedule of events:

https://news.virginia.edu/content/after-two-unusual-years-uva-set-celebrate-return-traditional-finals-weekend

After Two Unusual Years, UVA Set to Celebrate Return to Traditional Finals Weekend Read this to learn about ticketing information, ceremony times and locations, livestreaming and more.

Asian Pacific American Heritage Month 2022 05/16/2022

It’s Asian American and Pacific Islander Heritage month! Please join us in celebrating the history and the continuing culture thriving in our communities today. To learn more about how Asian American and Pacific Islander Heritage month first came to recognition, please visit the link below:

https://asianpacificheritage.gov/about/

Asian Pacific American Heritage Month 2022 Paying tribute to the generations of Asian and Pacific Islanders who have enriched America's history and are instrumental in its future success.

Florence Nightingale | Biography & Facts 05/09/2022

Join us in celebrating our friends, clients and colleagues who are nurses for International Nurses Week. We would like to honor these healthcare professionals and show our appreciation for their contributions and sacrifices to keep us safe and healthy. International Nurses Week is acknowledged from May 6 to May 12, the birthdate of celebrated nurse Florence Nightingale. International Nurses Day is recognized on May 12.



Please see the link below to learn more about Florence Nightingale's impressive nursing background:

https://www.britannica.com/biography/Florence-Nightingale

Florence Nightingale | Biography & Facts Florence Nightingale, byname Lady with the Lamp, (born May 12, 1820, Florence [Italy]—died August 13, 1910, London, England), British nurse, statistician, and social reformer who was the foundational philosopher of modern nursing. Nightingale was put in charge of nursing British and allied soldier...

11/24/2021

The Legacy Foundation wishes you and your families a safe and happy Thanksgiving!

07/27/2021

Congratulations to our colleagues, Nick Hankins, for passing the Accredited Asset Management Specialist (AAMS) certification, and John Sepanski, for passing the CFA Level I exam!

07/02/2021

The Legacy Foundation wishes our clients, colleagues, and friends a happy and safe 4th of July weekend!

06/20/2021

Happy Father's Day to all of our clients, colleagues and friends who are celebrating today!

05/28/2021

In remembrance of those who served, The Legacy Foundation wishes you a safe Memorial Day weekend!

03/17/2021

While St. Patrick’s Day is now associated with wearing green, parades (when they're not canceled) and beer, the holiday is grounded in history that dates back more than 1,500 years. The earliest known celebrations were held in the 17th century on March 17, marking the anniversary of the death of St. Patrick in the 5th century. Learn more about the holiday’s history and how it evolved into the event it is today.

The shamrock, a three-leaf clover, has been associated with Ireland for centuries. It was called the “seamroy” by the Celts and was considered a sacred plant that symbolized the arrival of spring. According to legend, St. Patrick used the plant as a visual guide when explaining the Holy Trinity. By the 17th century, the shamrock had become a symbol of emerging Irish nationalism.

While people in Ireland had celebrated St. Patrick since the 1600s, the tradition of a St. Patrick’s Day parade began in America and actually predates the founding of the United States.
Records show that a St. Patrick’s Day parade was held on March 17, 1601 in a Spanish colony in what is now St. Augustine, Florida. The parade, and a St. Patrick’s Day celebration a year earlier were organized by the Spanish Colony's Irish vicar Ricardo Artur. More than a century later, homesick Irish soldiers serving in the English military marched in Boston in 1737 and in New York City on March 17. Enthusiasm for the St. Patrick’s Day parades in New York City, Boston and other early American cities only grew from there. In 2020 and 2021, parades throughout the country, including in New York City and Boston were canceled or postponed for the first time in decades due to the outbreak of the COVID-19 virus.

02/01/2021

We, at The Legacy Foundation, are hoping that all of you are staying well during these challenging times. We are providing a link for those living in Albemarle Country and would like to know more about the vaccine phase's currently be addressed.

https://www.vdh.virginia.gov/blue-ridge/covid-19-vaccination/

www.vdh.virginia.gov

Want your business to be the top-listed Accountant in Charlottesville?
Click here to claim your Sponsored Listing.

Videos (show all)

The Importance of Independence

Address


1415 Rolkin Court, Suite 204
Charlottesville, VA
22911

Opening Hours

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

Other Financial Planning in Charlottesville (show all)
John Flick - Financial Advisor John Flick - Financial Advisor
650 Peter Jefferson Parkway Suite 160
Charlottesville, 22911

I work with clients to protect the NOW, and to build their FUTURE!

Dustin Newton, CFP Dustin Newton, CFP
145 Ednam Drive, Suite 206
Charlottesville, 22903

At Ascent Financial Group, we partner with you to help manage all areas of your financial life and investments. Together, we will create a financial roadmap and portfolio to grow w...

Tim Morris Page Tim Morris Page
1932 Arlington Boulevard , STE 100
Charlottesville, 22903

Our team is driven by a relentless pursuit to impact the financial lives of others.

Kirsten Ashbaugh - Financial Advisor & Financial Planner Kirsten Ashbaugh - Financial Advisor & Financial Planner
889 Rio East Court Suite A
Charlottesville, 22901

A CERTIFIED FINANCIAL PLANNER™ professional providing investment advice and comprehensive planning

Trey Zinsser, MBA, AWMA - Virginia Asset Management Trey Zinsser, MBA, AWMA - Virginia Asset Management
3 Boars Head Lane, Suite B
Charlottesville, 22903

VAM is a comprehensive planning and wealth management firm helping clients reach their goals.

Chase Investment Counsel Corporation Chase Investment Counsel Corporation
350 Old Ivy Way, Suite 100
Charlottesville, 22903

Chase Investment Counsel is a family and employee-owned wealth management firm offering personalized investment services throughout Virginia and neighboring states.

Vesteer Wealth Management Vesteer Wealth Management
1183 River Chase Ridge
Charlottesville

Comprehensive, independent financial planning.

Emergent Financial Services, LLC. Emergent Financial Services, LLC.
310 Old Ivy Way Ste 302
Charlottesville, 22903

Emergent Financial Services is a Hispanic-owned firm that brings together a wealth of experience in

Marotta On Money Marotta On Money
1000 Ednam Ctr, Ste 200
Charlottesville, 22903

Small changes in your finances over time have large effects which can make the difference in achievin

John Flannery - Northwestern Mutual John Flannery - Northwestern Mutual
215 Wayles Lane
Charlottesville, 22911

Our Mission: Dramatically reduce client's financial anxiety so they're free to lead a fulfilled life.

Ivy Wealth Partners Ivy Wealth Partners
501 Faulconer Drive, Suite 2D
Charlottesville, 22903

TIAA TIAA
650 Peter Jefferson Parkway, Suite 250
Charlottesville, 22911