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What Happens When the Technical Phase of Planning Is Fueled by Your Family’s Wisdom?

What Happens When the Technical Phase of Planning Is Fueled by Your Family’s Wisdom?

Inside the walls of Cedar Brook, we share a fundamental belief that if your opinion is valued, you’ll give it. And when people feel truly heard, they’re able to dig deeper into the well of their insight. Cultivate Your ContributionsTM is about the multiple layers of contribution required to create a plan that feels like your plan. The first layer is getting to know you as the central figure of your own planning.


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About Frank Legan

Frank Legan is Partner, Financial Advisor, and member of the Investment Committee at Cedar Brook, 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, closely held business owners, artists, families, and retirees. He specializes in lifetime income strategies, investment advice, and estate planning services. He also works with businesses to develop strategic and succession planning strategies. Frank has a Bachelor of Arts degree in political science from the University of Dayton, as well as a Master of Public Administration degree focused on municipal management from Cleveland State University.

Prior to joining Cedar Brook Financial Partners, LLC, Frank was a financial advisor in the private client group at Merrill Lynch and with NatCity/PNC Investments. Frank is active in his community, serving on various councils, boards, and committees. When he’s not working, you can find Frank spending time with his wife, Laura, their daughter, Reese, and their beloved collie, Charlie. Frank and his family are volunteers at St. Francis of Assisi church in Gates Mills.

Frank also serves as Vice Chair of the Board of Directors for Catholic Charities Diocese of Cleveland. To learn more about Frank, connect with him on LinkedIn.

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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.