Go from worrying about what if to knowing whatโs next with...
Personalized Financial Strategy
Every family has different resources, needs, and dreams. Weโll 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. Weโll work with you to create financial freedom, security, and lasting wealth for future generations.
โIโve never worked with anyone like Family Legacy!โ
Theyโve helped me plan to send my kids to college, buy that boat I always wanted, and stay on track for retirementโwhich I never thought I would be able to do.
One-size-fits-all financial advice?
Yeah, we donโt do that.
Your finances are about more than just dollars and cents. Theyโre about your dreams, your familyโs future, and your peace of mind.
Step one
Getting to know you (and your finances).
First things first, weโll have a heart-to-heart about your money. Weโll talk about your income streams, current investments, and your dreamsโwhether thatโs 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 sameโthatโs why we donโt believe in cookie-cutter formulas or set plans that force everyone into the same box. Instead, weโll roll up our sleeves and make a comprehensive plan thatโs unique to youโand then weโll 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. Weโll put your plan into actionโand 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 youโll 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 lifeโs unexpected turnsโand theyโre on a mission to help families plan for all of lifeโs ups and downs.
After working with โthe big guysโ 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 wayโand thatโs how Family Legacy was born.
Now, theyโve 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, weโre 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, weโre 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.
March 30, 2026
Prestonwood Country Club, Cary, NC
Play as an individual golfer or register a foursome
Sponsor packages available
Prizes, food, and networking throughout the day