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Since 2006 Legacy Tribe Advisors has been providing professional consulting services to clients from Atlanta and beyond. If you're like most people, you think about money too much. How to make it, spend it, save it. Do you ever wonder if you are making the right choices? We help people understand HOW MONEY WORKS™ principles — something that's not taught in schools, but everyone needs to know. No matter where you are on your financial journey, we can help you navigate your way and develop a financial roadmap that will guide you to where you want to go.


Image by Setyaki Irham

Taking control of your financial future can feel overwhelming. And, if you're like many people, it's hard to even know where to start. When you consider that financial education isn't often taught in schools, it's no wonder so many of us enter adulthood knowing very little about the fundamentals of healthy money management. If this sounds familiar, you're not alone!

Our goal is to empower you to make informed financial choices through education and then match you with the right financial solutions to help you achieve your financial goals.

  • Discover how to help you feel better about money

  • Complimentary Needs Analysis. Create a GPS for your finances.

  • Insurance plan review. Ensure your family is properly protected.

  • Portfolio strategy review. Create a strategy to achieve your goals.


3155 Royal Drive, Suite 120

Alpharetta, GA, 30022

(770) 409-3020

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