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Legend Financial Advisors, Inc.

Legend Financial Advisors, Inc.® (Legend) is a Fee-Only, Fiduciary U.S. Securities and Exchange Commission registered investment advisory firm with its headquarters located in Pittsburgh, Pennsylvania.  Legend provides Personalized Wealth Management Services including Financial Planning and Investment Management Strategies to individuals and families, business entities, medical practices and non-profit organizations as well as retirement plans.  Legend and its award-winning advisors are Fiduciaries.  Legend serves clients nationwide. 

 

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

James Holtzman, CFP®
NAPFA-Registered Financial Advisor
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

5700 Corporate Dr Ste 350 Pittsburgh, PA 15237 Phone: (412) 635-9210 Fax: (412) 635-9213

Primary Office

5700 Corporate Dr Ste 350 Pittsburgh, PA 15237 Phone: (412) 635-9210 Fax: (412) 635-9213
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