A Full-Service Firm Dedicated to Mapping Out Your Financial Future
Whether you’re early in your career, just starting a family or nearing retirement, we can help you reach your financial goals and plan for the future. Our lead financial advisor, Matt Johnson, CFP®, is an expert at managing wealth across generations—so you can trust that your whole family’s finances are taken care of for years to come.
“As much as ever, families need each other, and our program is specifically designed to be prepared when they do.”
-Matt Johnson, CFP®, Founder and CEO of Defining Legacy Financial Advisors
Who We Serve
We Follow a Simple, 3-Step Process
We make financial planning simple and easy to understand. Matt Johnson, your CFP® professional, offers a 3-step approach that he’s successfully used for over a decade in the industry.