Legacy Planning Advisors, LLC. - Atlanta Employee Directory

Financial ServicesGeorgia, United States2-10 Employees

Legacy Planning Advisors, LLC. - Atlanta operates in the financial services sector, offering financial planning services alongside securities brokerage support through Strategic Financial Alliance (SFA). The firm positions itself as a fiduciary-like resource that integrates biblical financial and life principles to help clients achieve clarity, confidence, and capability in their financial decisions. Based in Suwanee, Georgia, the company serves individuals seeking structured guidance and transformation in how they manage money and life planning responsibilities. While some professionals affiliated with LPA act as representatives of SFA, the organizations remain formally connected but unaffiliated in certain capacities, with securities activities registered under SFA and advisory services delivered via LPA. The overarching objective is to support clients in making informed financial choices while acknowledging the inherent risks of investing, and to provide direct contact for account-specific inquiries through the firm’s local office. A recent development note is the continued collaboration between LPA and SFA to offer a blended approach to financial planning and investment management within the regulatory framework governing broker-dealers and registered investment advisors.

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