Legend Financial Advisors, Inc.

Legend Financial Advisors, Inc. is a financial planner in Pittsburgh, PA. As a fee-only, fiduciary U.S. Securities and Exchange Commission Registered Investment Advisory firm, they provide personalized wealth management services, including financial planning and investment management strategies. The firm serves a diverse range of clients, including individuals, families, business owners, entrepreneurs, medical doctors, dental professionals, and corporate executives. Their expertise also extends to managing company retirement plans and assisting sudden wealth recipients, widowed individuals, and post-divorce individuals. They hold a 5.00 rating.

The firm operates under a fiduciary standard, meaning they are required to act in the best interests of their clients, with compensation coming exclusively from client fees rather than product commissions. With over 32 years of service, the team includes James J. Holtzman, William T. Knight, and Christopher J. Kail. Beyond standard wealth management, the firm offers specialized services such as IRA rollovers, 401(k) and 403(b) investment assistance, and subadvisory investment management services for other Registered Investment Advisory firms. They also provide various one-time analytical tools, including retirement analysis, portfolio tax-efficiency analysis, and stock market crash analysis.

Legend Financial Advisors, Inc. provides dedicated, fee-only fiduciary expertise to help clients navigate complex financial landscapes in Pittsburgh.

Services:

• Company Retirement Plan Services
• Financial Planning Strategies
• IRA Rollover Assistance
• Personalized Wealth Management Services
• Tax-Efficient Investing Strategies