About Key Management Group and Advisor Legacy

Key Management Group helps Financial Advisors get very clear about their goals. We work with practices at all levels to implement strategic solutions that accelerate growth, improve efficiency, and increase the value of your business.

Financial Advising starts off as earning clients' trust and eventually becomes about managing a business. Our consultants help you growth through these stages. We help you make strategic decisions - including how you hire, manage, compensate, and lead your team.

When you reach the stage of your career when you are focused on what is next, our Advisor Legacy experts help you with every step of the process from planning to execution.

Operations & Strategy

We help you streamline your daily operations to make your practice scalable without sacraficing exceptional client service. We offer outsourcing of financial plan writing and meeting preparation to free up your time and maximize the impact of each client interaction.

Business Ownership

As your business grows, you transition from being an advisor to a brand. Your unique style must set you apart from the competition. Our coaches ensure that you are working "on" the business as you define and execute your business and personal goals.


Succession Expertise

Advisor Legacy is a Separate Division of Key Management Group that focuses on planning and executing business transactions such a valuations, purchases, sales, and mergers. Learn more below.


Our Specialties

Key Management Group has experts who work in four different specialty areas.  Depending on where you are in your career path, you may need help in one or more areas.  Our team seamlessly works together to ensure that all of your bases are covered.

Practice Management

Our Practice Management team works both on your business and in your business.  We start at your high-level vision to implement the granular details of how time is spent, how communication happens, and how you incentivize your team.

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Succession, M&A and Continuity

We offer end-to-end succession, acquisition, continuity, and M&A services through our Advisor Legacy services. We conduct hundreds of business valuations every year and facilitate "no regrets" transactions for buyers and sellers.

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Financial Plan Outsourcing

As a team of former advisors and staff with extensive field experience, we write plans that feel like your own. We think how you think, we speak how you speak, and we understand what you want.  Your voice, your style, without the hard work.

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Client Meeting Prep Outsourcing

Advisors are busy.  Our Client Meeting Prep team allows you to delegate your most important and time-consuming tasks to our team.  We prepare you for every client interaction so that you can walk in confident and deliver first-class service.

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Advisor Legacy is your one-stop shop for a Secure Legacy

Selling your practice is one of the most difficult and emotional decisions that you will ever make. It is also something that you will only do once - ensure that you do it right!

Our team of consultants, accountants, financing partners, and legal experts address every stage of your succession: from planning to the actual transaction and exchange of funds. We provide expert consulting and personal support to get you the full value of your business and ensure that your clients are taken care of in your absence.

Learn more about our full range of services at

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