How We’ll Help You Navigate Your Financial Journey
Our mission is to provide you with impartial, fee-only financial advice that helps your family come together, meet your goals and thrive in all stages of life.
When Matt Johnson, CFP®, founded Defining Legacy Financial Advisors, he prioritized values and guiding principles that offer a unique, collaborative experience to clients. These values include integrity and objectivity—which guide our work on a daily basis.
WHAT IS A FIDUCIARY?
I know many great financial professionals who make a living by selling products to consumers. In fact, I use and recommend their services from time to time and most are good honest people. However, with some financial professionals the line between sales pitch and financial advice is far too blurry. The distinction has become so distorted that in some cases the average consumer can’t even tell you what a Financial Advisor does.
As silly as it sounds, a Financial Advisor should provide FINANCIAL ADVICE. That advice should be impartial and based on the benefits to you the client and not how much money it will put in my pocket. We distinguish ourselves from other financial professionals by being fee-only advisors who commit to the following fiduciary principles.
- Always put your best interests first.
- Act with prudence; that is, with the skill, care, diligence and good judgment of a professional.
- Never mislead you and provide conspicuous, full and fair disclosure of important facts.
- Avoid conflicts of interest.
- Fully disclose and fairly manage, in your favor, any unavoidable conflicts.
Our Unique Qualities
Life is full of trade-offs, difficult decisions and unexpected events. Part of getting results is dealing with risks and limitations. Matt believes in having realistic expectations and honest conversations.
Matt will listen to you first, and then help you visualize your money in terms of your values. He focuses on your long-term future and aims to equip you with the tools to make the tough decisions and overcome any setbacks you may have.
Your financial decisions can impact your life in multiple ways, which is why Matt’s analysis is comprehensive. He coordinates across financial disciplines to focus everything towards the same goal.
Your goals are at the core of your financial plan. Matt doesn’t have a crystal ball and doesn’t forecast the future—but he develops expectations for your portfolio based on what you want to accomplish. Then, he works to build a portfolio that can meet that expectation.