Frank Legan Advisors at Cedar Brook Group

Happy 2024! Looking back at 2023 with gratitude

Good afternoon,

One of the main themes of The Humanity Factor is starting with gratitude. There couldn’t be a better way to close out 2023 than to express how grateful I am.

I am proud to have become a published author this year with the publication of The Humanity Factor, which became an Amazon Best Seller and was covered widely by local and national media. It’s also been included as a top recommendation on both Goodreads and The success of The Humanity Factor would not have been possible without your support and encouragement.

2023 was a year of exciting and new experiences! I had my first broadcast interview at WKYC studios, became a Kiplinger contributor and my colleagues and I were able to share our financial knowledge with publications like U.S. News & World Report. I hosted my first author visit with the Cuyahoga County Public Library and joined The Stacking Benjamins Show to discuss how to make investment choices that align with your priorities.

Every milestone this year has helped me become a better advisor and has allowed me to teach more people about The Humanity Factor. By starting with gratitude for our past and present, we can look to our future with a healthier mindset.

I am grateful to have you on this journey, and I can’t wait to see what 2024 brings.

Have a healthy and happy New Year!


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About Frank Legan


Frank Legan is a Cleveland-based author, a partner and financial advisor at The Cedar Brook Group, one of the largest independent wealth management firms in Northeast Ohio. Frank spends his days designing and implementing personalized financial planning strategies for corporate executives, business owners, artists, families and retirees. He focuses on lifetime income planning strategies, investment advice, and estate planning services. He also works with businesses to develop strategic and succession planning strategies.

Frank holds a B.A. from the University of Dayton and a master’s degree from Cleveland State University.

Frank has been active in his community as he served as a Council Representative at Large for the City of Highland Heights, as well as Vice President and Secretary for the Hillcrest Council of Councils. He currently serves as a Board Member and Emeritus Chairman for Catholic Charities Diocese of Cleveland.

Frank lives in Gates Mills with his wife Laura, daughter Reese and their collie Charlie.

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