603.732.2530

Establishing my own financial planning firm has given me the opportunity to work with individuals and families in a highly personalized way to help them pursue their objectives. It's the natural destination for my career which has included positions in both institutional and boutique settings.

After graduating from Brandeis University, I began my career working for a large financial services company. Over the next fourteen years, I developed a broad skill set and a deep understanding of financial planning concepts and models. While I loved my job and the many hundreds of clients I served, I ultimately decided I wanted to work more closely with clients and moved to a boutique firm where I could provide a more individualized platform of financial options and guidance. At the same time, I have always been passionate about charitable giving because I have seen the impact it can have first hand not only for beneficiaries but for client donors and their families.

Now, having established my own financial advisory firm which is also associated with a broader professional network, I'm excited to be able to bring the best of both worlds to my clients: highly individualized advice based on my years of institutional and personal experience; coupled with ready access whenever helpful to a comprehensive network of professionals with a wide-ranging set of related skills. This combination permits me to partner with clients to help them develop financial plans and implement portfolios to pursue their short and longer term financial objectives. It will also enable them, if they wish, to leave a legacy that will have impact for generations to come.

Jacob Murray, CFP®

518.421.2758

I joined Legacy Financial in late 2016 so I could apply my seven years of financial planning experience at a prior firm to this unique customized setting, where my skills in relationship building and client service fit right into the culture.

Since my years at Hamilton College, from which I graduated with a Bachelor of Arts in Economics, I have had a strong interest in financial markets and how they intersect with peoples' lives - their shorter term goals and ambitions and their longer term plans and dreams. For me, it is gratifying and fulfilling when we can see the results of thoughtful financial planning with our clients that help them work towards their life's pursuits and build a legacy they are proud of.

Through Legacy Financial and its access to a broad platform of specialists with impressive expertise and experience in a wide range of practice areas, we now have the ability to offer a broader and more customized range of services to clients. This combination of broad expertise and personalized service is what makes Legacy Financial a special financial planning experience that helps clients address their short and long term goals.

Matthew Graham

616.710.1019

Joining Legacy Financial in 2023 provides me the opportunity to work with clients in a far more personalized and intimate setting. I enjoy strategic financial planning for clients while educating them along the way. As the son of a Financial Advisor, you might say that this occupation is in my blood.

To make it official, I attended and graduated from the University of Michigan in 2004, with Bachelor of Arts degrees in both Mathematics and Economics. Shortly after, I found myself working up the ranks of large financial institutions like Fidelity Investments and TIAA from 2007-2023. While there, I developed many skills, friendships, and strong client relationships. I am extremely grateful for the time and valuable education that was provided to me, and I look forward to using my 20+ years of financial experience working with you.

Since becoming friends with Ethan in 2009, and Jacob shortly after he joined Ethan’s team, we have had the opportunity to build a friendship that naturally led to the evolution of joining their team professionally. As we move ahead, I am excited to leverage our skills as a team to provide a high level of personalized, strategic financial care coupled with investment management that will help individuals achieve their financial ambitions.