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Who We Are


Uncle Todd was an Engineer who loved investing.  Nephew Josh was fresh out of college and had aspirations of setting up his own Financial Advising Firm.

Josh devised a plan to pitch his business idea to Uncle Todd.  He created a PowerPoint presentation with statistics, visual graphics, and too many animations.

Uncle Todd stopped Josh about 5 minutes into the presentation. He had already made up his mind. 

Josh moved to North Carolina from Florida, and Family Legacy Financial Solutions was born.

Our Why is what drives the ambition to grow and serve our members every day.

Our Why is derived from our company values.

This company was built by a family for families. 

We are authentic and transparent in every facet of our operations.

We enhance the lives of our members by educating and empowering them.

What is Our Why?


If you’re looking to get connected with us, look no further. Fill out the form today to get started today.

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Advisory services provided by Family Legacy Financial Solutions, LLC, a Registered Investment Advisor. Investment Advisor Representatives of Family Legacy Financial Solutions have a fiduciary duty to act in the best interests of our clients and to disclose any conflicts of interests and any associated fees.​

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. This site is published for residents of the United States only. Not all of the products and services referenced on this site may be available in every state and through every representative listed.

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