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“THE LEGEND WAY”
Our mission is to achieve an unequaled standard of excellence in our profession by providing personalized value-added services and to become indispensable to our clients by assisting them in making educated, intelligent financial decisions. We deliver these services to our clients, both individuals and business entities, through customized Wealth Advisory Services including Comprehensive Financial Planning and Investment Management. Legend Financial Advisors, Inc. is nationally recognized as a firm on the cutting-edge of the Wealth Advisory process, and will continually develop new services and planning concepts to maintain that edge. We consistently strive to go beyond our client’s expectations. Our greatest reward is our client’s peace of mind.
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HOW TO CONTACT US
Our headquarters address is: Legend
Financial Advisors, Inc.
5700 Corporate Drive, Suite 350
Pittsburgh, PA 15237-5829
Our telephone number is (412) 635-9210.
Our fax number is (412) 635-9213.
Our web site address is www.legend-financial.com
.
Our e-mail address is legend@legend-financial.com..
COMPANY HISTORY
Was founded by Louis P. Stanasolovich,
Chief Executive Officer (CEO) and President
Incorporated July 26, 1993 as a
Pennsylvania corporation
Was granted registration as an
Investment Advisor on September 14, 1993 by the United States
Securities and Exchange Commission
Was granted registration as an
Investment Advisor on January 6, 1994 by the Pennsylvania Securities
Commission
Formally began operations on January
10, 1994.
ALPHA GROUP MEMBERSHIP
Mr. Stanasolovich, President of Legend Financial Advisors, Inc., was one of the co-founders of The Alpha Group in September, 1990. The Alpha Group is an exclusive association comprised of 17 senior investment advi sors. All are principals of nationally-recognized independent investment management firms throughout the United States. Collectively, they manage more than $3.0 billion of client investments. The Alpha Group was founded to combine the unique professional investment management resources and talents of its individual members. The purpose of the group is to create a network of trusted peers in the investment management business who are willing to share proprietary information, methodology and technology of value to all members of the association. To accomplish this objective, the Alpha Group has established a regular system of communication among members, and with other leaders in money management, economic forecasting and securities analysis. Through this association, Alpha Group members can provide the most technically sophisticated, timely and innovative investment advisory services to their clients. Each Alpha Group member is a nationally-recognized speaker, author/commentator on investment issues, such as: Asset Allocation Portfolio Design Investment/Portfolio Management Risk Tolerance Investment Performance Evaluation Money Manager/Mutual Fund Evaluation ERISA Fiduciary Requirements Asset Management.
WHAT WE DO
Legend Financial Advisors, Inc., ("Legend"), is a fee-only Securities and Exchange Commission registered investment advisory firm, with headquarters located in Pittsburgh, Pennsylvania. Legend provides Asset Advisory Services, including Comprehensive Financial Planning and Investment Management, to affluent and Assety individuals as well as business entities. Our objective is to deliver customized financial advice that is unequaled in terms of quality from which the client can derive maximum value. Legend expects to achieve its objective by providing all firm members with extensive, ongoing internal and external education, by utilizing leading edge financial information, management, technology, hardware and software, by capitalizing on our extensive national and local networks of other financial professionals and by creating new services not offered by other financial planning/asset management firms that are of value to the client..
ASSET MANAGEMENT
Legend Financial Advisors, Inc. offers customized Investment Management
Services to individuals and
institutions. Investment portfolios are developed to match the client’s
return and risk requirements, which
are determined by the client’s completion of a Risk Tolerance
Questionnaire, with the guidance of a Legend
advisor. Each type of investment portfolio is managed to achieve both short
and long-term investment
objectives.
We offer our services to a wide variety of clientele including:
High Net Worth Individuals
Individuals with Lump Sum Rollovers
from Retirement Plans
Qualified Retirement Plans
Businesses
Charities
Trusts
Associations
