A Financial Advisor for Ambitious Professionals and Multi-generational Families
At Legion Financial Advisors, we work with ambitious professionals and those responsible for their family’s legacy who are serious about building and protecting their wealth. Based in Laguna Beach and Newport Beach, our independent Registered Investment Advisory firm deploys proprietary investment and wealth management systems to address the complexity of modern financial management.
Our financial and investment strategies have helped our clients both protect and grow their wealth throughout Orange County, San Diego, and Los Angeles. And because we are a fee-only firm that receives no compensation other than what our clients pay us, our advice is unaffected by conflicts of interest.