Gain a clear, personalized view of your financial picture.

Having an appropriate asset allocation is a crucial step toward securing your financial future. Our in-house CFA leads a disciplined, goals-based investment strategy tailored to your needs.

Voted Best Financial Planner in Central California – 2025, Legacy Finance helps successful families retire with clarity, confidence, and control.

2025 Best of Central California, created by The Fresno Bee. Published on June 1, 2025. Data based on voting period between 2/17/25–3/7/25. Award winners are determined by online voting once per day. Readers were able to vote more than once. This award does not imply an endorsement, recommendation, or reflect the performance of the advisor. See https://www.bestofcentralcalifornia.com/ for more award information.

^{Start with Clarity}
Asset Allocation That Reflects Your Life
 Understanding Your Financial Picture

Having an appropriate asset allocation is a crucial step toward securing your financial future. At Legacy Finance, we understand that every financial situation is different. That’s why we help you gain a clear, personalized view of your financial picture—so every decision starts with confidence.

Portfolios aligned to your timeline and risk comfort

Tax-efficient investing strategies

Ongoing monitoring and rebalancing

^{Our Services}
Comprehensive, Personalized, and Award-Winning

Our in-house CFA leads a disciplined, goals-based investment strategy tailored to your needs. We don’t chase trends—we focus on long-term success.

*Asset allocation or diversification programs do not assure a profit or protect against loss in declining markets. No program can guarantee that any objective or goal will be achieved.

Market Research

Unlock personalized financial strategies with Bradley, a dedicated professional backed by the prestigious CFA designation. He adeptly manages every facet of your portfolio and conducts meticulous market research, so that each portfolio is precisely calibrated to align with your unique risk tolerance and suitability.

Risk Alignment

A risk assessment allows us to quantify the amount of risk that is suitable for your portfolio. We help to make sure that each part of your portfolio is aligned with the risk assessment. Required annual meetings also allow for the opportunity to regularly reassess your risk profile.

Portfolio Diversification

Each individual asset you own is part of your overall portfolio and work together to create a cohesive financial plan. It is important to have a diversified portfolio, especially as you get closer to retirement, to make sure your risk aligns with your return objectives, and we can help you establish an appropriate balance.

Building Legacies with Purpose

Our mission is to help clients build their legacies today, ensuring they are remembered tomorrow. Through comprehensive financial planning and personalized guidance, we empower individuals and families to make informed decisions aligned with their values. By managing wealth with intention and planning for what’s ahead, we work to preserve and celebrate what matters most—for this generation and the next.

“A good person leaves an inheritance for their children’s children.” — Proverbs 13:22

More About Us

^{Filling in your financial Road Map}
Can You Answer These Questions?

We use a risk assessment to help align your portfolio with your goals to build a stronger plan.
We tailor diversification based on your goals and risk profile, with portfolios crafted in-house by our CFA advisor.
We help you confidently manage your portfolio through market uncertainty with a personalized approach.
Many pay fees without clarity. We deliver a full financial roadmap tailored to your unique goals.

Schedule a portfolio review today and gain clarity on your investments.

Let's build a plan that grows with you—book a time to talk.

Get a Consultation