About Us

^{Our Approach}

Most financial planning begins by asking, "What do you have?"
We believe the better question is, "How do you want to live?"

You've spent a lifetime building wealth through hard work, thoughtful decisions, and personal sacrifice. Before we discuss investments, taxes, or estate planning, we want to understand you—your story, your values, the life you envision, and the legacy you hope to create.

Only then do we evaluate your current resources, assess how they're positioned, and develop planning strategies designed to help you use those assets intentionally and as tax-efficiently as possible.

Our objective is to help you:

Enjoy the life you've worked so hard to build.
Create meaningful experiences and lasting memories with the people you love.
Preserve more of your wealth for future generations and the causes that matter most to you.

Our greatest satisfaction doesn't come from building financial plans. It comes from helping our clients live them.

^{Our Guiding Principles}The Values That Shape Every Plan We Design.

At Capital Legacy Advisors, we believe customized financial planning begins by understanding the person-not just the portfolio. Every recommendation we make is guided by your goals, your values, and your vision for the future.

As a Certified Financial Planner^TM professional, Gary Hannah is held to the CFP Board's fiduciary standard, requiring advice that is in the client's best interest. That commitment serves as the foundation of every relationship we build.

We Begin With You

Every relationship starts by understanding your goals, your family, your concerns, and the life you want your wealth to support.

We Act as Fiduciaries

Your interests come first. Every recommendation is designed to serve your best interests with integrity, care, and transparency.

We Create Tax Capacity^TM

We believe preserving wealth is just as important as creating it. Through intentional tax planning, we help clients evaluate strategies designed to improve tax efficiency, create greater financial flexibility, and keep more of their assets working toward their goals.

We Coordinate Your Professional Team

We work alongside your CPA, attorney, insurance professionals, trustees, and other trusted advisors to help ensure every part of your plan works together.

We Stay Involved

Financial planning is an ongoing process. We help implement strategies, monitor progress, adapt to changing tax laws, and remain engaged throughout retirement.

We Focus on Living, Not Just Planning

Success is measured by the life your wealth makes possible—today, throughout retirement, and for the people and causes you care about long after you're gone.