Go from worrying about what if to knowing what’s next with...
Personalized Financial Strategy
Every family has different resources, needs, and dreams. We’ll help you build a plan that balances your current lifestyle with future needs.
Decision-Making Support
If it matters to your money, it matters to us. Get a comprehensive financial plan that includes budgeting, retirement planning, tax strategies, estate planning, and risk management.
Family Legacy Planning
Peace of mind about what the future holds starts now. We’ll work with you to create financial freedom, security, and lasting wealth for future generations.
“I’ve never worked with anyone like Family Legacy!”
They’ve helped me plan to send my kids to college, buy that boat I always wanted, and stay on track for retirement–which I never thought I would be able to do.
One-size-fits-all financial advice?
Yeah, we don’t do that.
Your finances are about more than just dollars and cents. They’re about your dreams, your family’s future, and your peace of mind.
Step one
Getting to know you (and your finances).
First things first, we’ll have a heart-to-heart about your money. We’ll talk about your income streams, current investments, and your dreams–whether that’s retiring early, sending the kids to Duke, or just sleeping soundly without money worries keeping you up at night.
Step two
Make a personalized plan for success.
No two families are the same–that’s why we don’t believe in cookie-cutter formulas or set plans that force everyone into the same box. Instead, we’ll roll up our sleeves and make a comprehensive plan that’s unique to you–and then we’ll teach you how to build your lasting family legacy.
Step three
Start building your future with us by your side.
This is where the rubber meets the road. We’ll put your plan into action–and help you tweak it as life happens along the way. Your financial future is a work in progress, and we're committed to helping you shape it, one smart decision at a time.
Start planning for
Instead of crossing your fingers and hoping you’ll figure things out when the time comes.
When you work with us, you become a part of the family.
At Family Legacy, we do things differently when it comes to financial and investment advice.
Founders Todd Iglehart and Josh Stubbolo are an uncle-nephew duo who have experienced firsthand how important solid financial planning can be in the face of life’s unexpected turns–and they’re on a mission to help families plan for all of life’s ups and downs.
After working with “the big guys” at leading firms, Josh knew he wanted to approach financial planning in a way that centered on families, not fees & bottom lines. So, he pitched the idea to Todd that they could team up to do financial planning their way–and that’s how Family Legacy was born.
Now, they’ve built a team of Cary, NC-based financial advisors that has helped hundreds of professionals and families in the Triangle figure out their finances, build solid investment plans, and get trusted advice on spending decisions. Today, we’re proud to offer comprehensive, lifelong financial advice that goes beyond numbers, serving as your go-to financial sounding board for every major life decision.
At Family Legacy, we’re all about building your legacy together.
learn about services
Want to see how we can help you build a stronger financial future?
We offer a full suite of financial services to our members, from investment planning to tax preparation. Learn more about our services and what we can do for you.
BOOK A CONSULTATION
Ready to take control of your financial
legacy?
Let's set up a chat so we can get to know you, and you can learn more about how we work. It's risk-free, obligation-free, and could be the first step towards financial peace of mind.