Ethan Freishtat, CHSNC® CFP®
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®
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.
Legacy Financial and The Patriot Financial Group, LLC., do not provide tax or legal advice or services. Please consult with your tax or legal advisor regarding your specific situation.