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 sacrificing 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 division of Key Management Group that focuses on planning and executing business transactions such a valuations, purchases, sales, and mergers. Learn more below.


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

What Clients Say About Us

Our team works hard to surpass our clients' expectations, and the longevity of our relationships is testiment to our success. 

Watch our Testimonial Video

"KMG analyzed our client base, our investment practice and our individual strengths and weaknesses and provided a disciplined methodology for client management. Their tracking tools have led to consistent growth in both our client base and assets under management."
“I’ve made two really good business decisions in my 30 years.  The first one was when I stepped out of leadership. The second was to hire Key Management Group and to do what they recommend.”
"An Advisor who truly cares about his clients will seek to ensure that he makes and keeps commitments to them in each of the critical areas of their financial plans. I lacked confidence in our structure to consistently deliver excellence in this area and found myself doing a lot of worrying. KMG has provided us with the necessary systems to do so, and a lot less worrying."

"KMG has done for us what we do for our clients every day. We believe that balanced planning leads to balanced living, and we focus our company’s efforts on helping our clients in this way. Now that we are working with KMG, my team and I can enjoy a better quality of life too."