Legend Financial Advisors, Inc.

WHAT WE DO

Legend Financial Advisors, Inc.® is a fee-only Securities and Exchange Commission registered investment advisory firm with its headquarters located in Pittsburgh, Pennsylvania. Legend® provides Wealth Advisory Services including Comprehensive Financial Planning and Investment Management to affluent and wealthy individuals, as well as business entities and non-profit organizations.

We recognize that along with financial success comes increased responsibilities and complexity. At Legend®, we provide a holistic approach to managing all aspects of our clients’ financial situations. By doing so, we can exploit the critical interdependencies among investments, income and estate taxes, providing income for retirement, daily expense management, as well as business counseling and philanthropic decision-making, if appropriate. We recognize that our clients’ unique financial needs and goals change over time, so we offer a spectrum of services. We can demonstrate the short-term as well as long-term benefits of smarter tax strategies and improved investment decisions. We will also show our clients how to securely transfer money to loved ones, establish a trust or foundation, or simply help them to manage their finances on a daily basis.

PROFESSIONAL ACCOMPLISHMENTS

Legend's® advisory team has been selected a total of 12 times to Worth magazine's list of "The Best Financial Advisors in America", six times to Medical Economics magazine's list of "The 150 Best Financial Advisors for Doctors in America", and twice to Mutual Funds magazine's list of "The 100 Great Financial Planners in America". Furthermore, Legend's® founder has twice been named to Investment Advisor magazine's 2004 and 2006 "IA 25" list ranking the 25 most influential people in and around the financial planning profession. He has also been named by Financial Planning magazine in their January, 2006 issue as one of the country's "Movers & Shakers" recognizing the top individuals who have done the most to advance the profession of financial planning and who are effectively shaping its future.