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Your legacy goes beyond wealth. It’s connecting with your family, securing their future and defining how they’ll remember you for years to come.


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.

Learn About Us

“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

wide shot of a multi generation family hiking near a cliff Growing Families

Create a financial future for your family that you won’t have to question. We’ll get you organized, develop a budget unique to your needs and help you meet your short and long-term financial goals—all while freeing up the time for you to enjoy more of those special moments.

Discover How We Help Growing Families

an elderly couple holding hands on the beach Retirees

Retirement should be one of the best seasons in life. It’s a time to enjoy the fruits of your hard work—and rest with family and friends. Our expert team is dedicated to helping you attain the retirement you envision, plan your financial legacy and navigate changes to your health and lifestyle.

Explore Our Services for Retirees

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.

Ready to Transform Your Financial Future?

Here’s How We Can Help