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

standards in respecting our clients’ confidentiality has always been and will continue to be our practice, even on this Facebook venue. Third-party posts found on this profile do not reflect the views of LPL Financial and have not reviewed by LPL Financial as to the accuracy or completeness.

Today, we remember and honor those who gave their lives in service to our country. Thank you to all those who have serve...
05/26/2025

Today, we remember and honor those who gave their lives in service to our country. Thank you to all those who have served.

It's great to see the UVA community making an impact worldwide! Check out this article to learn about Darden students' e...
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.

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.

In honor of Veteran’s Day, The Legacy Foundation would like to thank the millions of veterans who have served in the U.S...
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.

Please join us in observing the cultures and contributions of Hispanic and Latino Americans during Hispanic Heritage Mon...
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.

Paying tribute to the generations of Hispanic Americans who have positively influenced and enriched our nation and society.

Happy First Day of Fall from Charlottesville! Click the link below to learn more about the Autumnal Equinox.
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 the Northern Hemisphere's seasons correspond with the Earth's tilt toward or away from the sun.

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

This weekend, July 22-24, is National Adoption Weekend. Hundreds of thousands of animals are in need of their forever ho...
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!

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

Happy 4th of July to all our amazing clients and colleagues! Learn more about Independence Day by clicking the link belo...
06/30/2022

Happy 4th of July to all our amazing clients and colleagues! Learn more about Independence Day by clicking the link below:

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

Happy first day of Summer from Charlottesville! 😎 Today, June 21st, marks the Summer Solstice – the longest day of the y...
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:

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!

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

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