Our Philosophy

Aristotle once defined happiness as resulting from the wise decisions a person makes while journeying from where they are to where they want to be. We seek to aid our clients along their personal path to prosperity.

Financial Advisors Focused on You

As financial investment advisors, we help our clients articulate their goals, plan effectively to fully understand their options and take appropriate actions to facilitate their dreams. We seek to help clients minimize risk, maximize reward and live life to the fullest of their ability.

In 1977, William W. Brown began his CPA firm with the simple concept of caring for his clients as though they were family members. The business grew and prospered. Over time, the need for comprehensive financial planning, asset management, tax compliance, risk management, and estate planning became apparent.

Together with Christopher A. Brown, the father and son team started Family Legacy, Inc. in 1995 to provide client-centered comprehensive planning and management. As your financial investment advisor, we provide customized guidance based on your unique needs. There are no stereotypical individuals, and no plan fits every person.

We seek to understand your values and your goals. We are where we are in life through our own unique series of experiences. We’re interested in helping you plan for where you will go next. Lots of people have begun financial planning conversations and then failed to follow through with action.

We want to meet with you periodically to discuss your current situation and follow your progress; including an advanced online way to track your cash flows, view your investments and store vital financial information.

Contact Us Today

At Family Legacy, Inc., our experienced financial investment advisors serve Greenville, Anderson, Spartanburg, and surrounding Upstate, SC areas. We provide diverse financial services to help you meet your goals. For more information on what Family Legacy can do for you, contact us today.