FINANCIAL ADVISOR | RALEIGH NC
If your financial plan feels more like a template than a roadmap, you’re probably shortchanging your future.
Imagine looking back on a life well-lived, knowing you had the best financial advice to make it all possible
Generic financial advice might keep you afloat, but will it really help you build the legacy you want to leave?
Your unique goals, dreams, and challenges deserve more than a one-size-fits-all approach. After all, your family’s future isn’t a fill-in-the-blank exercise–and your financial shouldn’t be, either.
We care about your family & your future.
And any time you need financial advice, we’ll be there.
With our personalized approach, you’ll experience:
Peace of mind that your financial strategy is actively working to accomplish your goals
Confidence to make life’s big decisions
Genuine partnership with advisors who are as invested in your success as you are
Proactive guidance and support at every step
The satisfaction of seeing your wealth grow in the ways you want it to
0%
Of millionaires say financial planning & investing was the key to building their wealth?
It’s time to work with a financial planner who actually picks up the phone–and knows your name when they do.
Our personalized financial planning services have helped hundreds of Triangle professionals secure their financial futures.
And our team of financial advisors in Raleigh NC can help you build your lasting family legacy–while enjoying the present and planning for tomorrow.
At Family Legacy, we go beyond financial advice…
Here’s what you get:
A Customized Financial Plan
We adapt to your life changes, so your strategy will always align with your current goals and dreams for the future.
Regular Check-ins
We turn complicated financial decisions into clear steps & keep you on track with annual check-ins.
On-Demand Expert Advice
Get answers to your financial questions whenever (and wherever) you need them. If it affects your money, we’ll help.
Ongoing Education
Knowledge is power, so we provide learning opportunities through our member resource library & workshops.
Build your family legacy with confidence.
You bring your dreams, we’ll steer you to success.
Concierge-level financial services
Sure, a solid financial plan is important, but we like to go the extra mile for our members with…
Annual comprehensive financial reviews
Performance reviews
Annual “account-ready” tax packages
Year-end Capital Gains Tax adjustments
Financial education workshops
Our easy-to-use online member portal
Kidz Club & complimentary snacks from our in-office family menu
Notary services
Car purchase negotiation
In-house Social Security & Medicare experts
Access to our personal & family trust advisors, tax & insurance pros, CPAs, and estate planning attorneys
Our fees are simple and tied to your success—when your wealth grows, we both win.
“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.
Maximize your wealth while prioritizing your values.
Who we are
The family behind Family Legacy
Founders Todd Iglehart and Josh Stubbolo, an uncle-nephew team, know firsthand the importance of solid financial planning–and they’re on a mission to help other families secure their futures. After years spent in traditional financial planning, Josh wanted to take a family-focused approach to financial advice. He pitched the idea to Todd, and Family Legacy was born.
Based in Cary, NC, their team has helped hundreds of families and professionals in the Triangle with investment plans, financial clarity, and trusted guidance.
At Family Legacy, we’re all about building your legacy together
Family Legacy is perfect for you if…
You want tailored financial strategies that make the most of your income, investments, and goals.
You want to enjoy life today while securing your financial future for tomorrow.
You're ready for expert guidance to simplify and help navigate complex financial decisions.
You value long-term relationships with advisors who truly understand your goals.
You’re serious about building a legacy that lasts for generations, not just a portfolio.
have a few questions first?
Here are a few questions other members have had
At Family Legacy, we start by listening. We bring expertise and knowledge to the table, but our approach centers on what you need, not a formula or product we’re trying to sell. Your plan is built around your unique goals and values—because your financial future shouldn’t be one-size-fits-all.
We’re always just a call away. Whether it’s questions about a major purchase, navigating an inheritance, or even handling something like an insurance payout, we’re here for you. If it impacts your finances or family legacy, we’ll be by your side to guide you through it.
Our philosophy is simple: your plan should protect what you have, help you grow your wealth, and align with your life goals. We focus on minimizing risk, maximizing returns, leveraging your assets, protecting accumulated wealth, and ensuring you get favorable tax treatment along the way—both now and in the future.
Absolutely. If it affects your finances, we can help you. From debt management to estate planning and everything in between, we’re here to provide the guidance you need.
