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Leading you to comfort, confidence and clarity around your bigger future.

At Frank Legan Advisors, we believe in a holistic and calm approach to planning, wealth preservation and creation.

Frank Legan is a proud partner of the Cedar Brook Group

Our Guiding Principal

The Humanity FactorTM

As a member of the Cedar Brook community, our mission was to overcome a prevailing challenge facing families who wished to plan for and manage their financial affairs. Our industry leads consumers to view planning through a filter of numbers first and foremost.

These number-centric conversations are so hollow it becomes tough to get grounded about what makes sense for you personally. How can a plan truly serve you if it’s developed in a vacuum of context? We believe the solution lies in a philosophy and an approach that we’ve coined The Humanity FactorTM.

Anyone can chase return or give technical advice. In contrast, The Humanity Factor is about learning who you are as an individual, husband, wife or parent; as a leader, mentor or philanthropist.

Meet Frank Legan

What Makes Us Different

It’s about your relationships, your life’s work, your passions or your contributions. It’s about the families, the advisors and the firm working together toward a common purpose: to honor you as the central figure of your own planning.

Only when we know who you are can we prudently and wisely advise you on where to go.

That’s The Humanity FactorTM.

The Humanity Factor

Working together toward a common purpose: to honor you as the central figure of your own planning.

A Unique Approach to Planning

With our Cultivate Today methodology, you’ll feel an unprecedented connection to your choices

Elevated Client Experience

Founded on a passion to provide great planning to a diverse client base. Our Guarantee is that your needs come first.

Our Latest Insights

Economic & Market Updates

Ways to Avoid Capital Gains Tax

By Frank Legan Chuck Norris once said, “Between income taxes and employment taxes, capital gains taxes, estate taxes, corporate taxes, property taxes, Social Security taxes,

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We realize that Covid-19 is a changing, fluid situation. At this time, we are not seeing clients or prospects in the office for meetings. However, our team is in the office daily, and we can make arrangements to meet you in the lobby/atrium if you need to drop off or pick up anything from us. If you absolutely need to meet with us in the office, we can work with you to make that possible.