Legend Financial Advisors, Inc.®

Legend Financial Advisors, Inc.® FOUR REASONS TO CHOOSE LEGEND

1. Legend is a Fee-Only, Fiduciary advisory firm. Fee-Only means Legend is compensated exclusively by client fees.

Legend is a Fee-Only, Fiduciary advisory firm providing wealth management services including financial planning and investment management strategies to affluent and wealthy individuals & families, business entities, medical practices, & retirement plans. Unlike Legend, fee-based advisors and brokerage firms have conflicts of interest due to the fact that they receive commissions.

2. Legend and it

s advisors are governed by the Fiduciary Standard. Fiduciaries are required to work in their clients’ best interests at all times.

3. Legend designs dynamic, creative and personalized financial planning and investment solutions for its clients.

4. Legend emphasizes low-cost investments where possible that are allocated and traded in an income tax-efficient manner.

Please be advised that Legend Financial Advisors, Inc.® will be closed on Monday, May 25th in observance of Memorial Day...
05/22/2026

Please be advised that Legend Financial Advisors, Inc.® will be closed on Monday, May 25th in observance of Memorial Day. We will return to normal hours of operation on Tuesday, May 26th.

We would like to wish everyone a Safe and Happy Holiday!

Missed our recent “From Headlines to Perspective: Making Sense of Market Volatility” Webcast?Catch the replay where Jim ...
04/17/2026

Missed our recent “From Headlines to Perspective: Making Sense of Market Volatility” Webcast?

Catch the replay where Jim Holtzman and Bill Knight discuss how current events are evaluated through the lens of our disciplined, long-term investment approach.

From Headlines to Perspective: Making Sense of Market Volatility

04/14/2026

Webcast: "From Headlines to Perspective: Making Sense of Market Volatility" on 4/15/26 at Noon Eastern.

Recent market volatility has been influenced in part by ongoing tensions with Iran and is spreading across the Middle East. This has contributed to rising oil prices, renewed inflation concerns and increased geopolitical uncertainty.

While daily headlines can feel urgent and unsettling, successful investing requires perspective, discipline, and a clearly defined strategy.

Join Jim Holtzman and Bill Knight as they discuss how current events are evaluated through the lens of our disciplined, long-term investment approach.

Jim and Bill will discuss some of the following topics:

1. What recent geopolitical developments mean for oil prices and broader markets
2. Putting recent market movements in perspective
3. What rising inflation, housing trends, and interest rates may signal going forward
4. How we systematically rebalance portfolios on an ongoing basis
5. Why maintaining focus on a long-term financial plan remains important

We will also reserve time at the end for live Q&A.

https://us02web.zoom.us/webinar/register/WN_xTCCkB_tRNSc9ZILtt-5cA

In observance of Presidents’ Day, Legend Financial Advisors, Inc.® will be closed on Monday, February 16, 2026. Addition...
02/13/2026

In observance of Presidents’ Day, Legend Financial Advisors, Inc.® will be closed on Monday, February 16, 2026. Additionally, the stock and bond markets will be closed. We will return to normal hours of operation on Tuesday, February 17th.

We would like to wish everyone a Safe and Happy Holiday!

As a fee-only, fiduciary advisor, our goal is to empower you with tools and insights that provide general financial info...
01/23/2026

As a fee-only, fiduciary advisor, our goal is to empower you with tools and insights that provide general financial information. Whether you’re planning your retirement, navigating tax changes, or managing your overall financial planning strategy, this guide provides information to reference as you make financial decisions.

You can view the 2026 Key Financial Data Card at: https://www.legend-financial.com/key-financial-data-card

In observance of Martin Luther King, Jr. Day, Legend Financial Advisors, Inc.® will be closed on Monday, January 19, 202...
01/16/2026

In observance of Martin Luther King, Jr. Day, Legend Financial Advisors, Inc.® will be closed on Monday, January 19, 2026. Additionally, the stock and bond markets will be closed. We will return to normal hours of operation on Tuesday, January 20th.

We would like to wish everyone a Safe and Happy Holiday!

Happy New Year! Our offices will be closed on Thursday, January 1st in observance of the New Year Holiday.
12/30/2025

Happy New Year! Our offices will be closed on Thursday, January 1st in observance of the New Year Holiday.

Happy Holidays! Our offices will be closed on Wednesday, December 24th and Thursday, December 25th in observance of the ...
12/23/2025

Happy Holidays! Our offices will be closed on Wednesday, December 24th and Thursday, December 25th in observance of the holiday season.

Happy Thanksgiving!Our offices will be closed on Thursday, November, 27th and Friday, November, 28th in observance of th...
11/25/2025

Happy Thanksgiving!

Our offices will be closed on Thursday, November, 27th and Friday, November, 28th in observance of the Thanksgiving holiday.

From Your Friends at Legend Financial Advisors, Inc.®

Address

5700 Corporate Drive, Suite 350
Pittsburgh, PA
15237

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+14126359210

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