Fox Legacy Financial

About Us

Personal. Practical. Tactical.
At Fox Legacy Financial, our team is here to help you. We’re passionate about empowering our clients, and we devote ample time to education and feedback so you can make informed, strategic decisions. We are your financial guides, providing insight and clarity at each turn so you can confidently pursue the best path for you. With a dedicated team behind you, you gain a trusted advisor for both your personal planning and your business needs.

Founder
Matthew is the founder of Fox Legacy Financial, a firm focused on providing financial strategies to business owners and pre-retirees. With a decade of experience, Matt found his passion early on in life after observing the success his parents achieved financially based on their different spending, savings and investment strategies. He draws on this passion daily to help clients to crystallize their goals and objectives, make educated decisions, and live with financial security, knowing they’ll be taken care of now and into the future. For the past decade, Matt has chosen to affiliate with New York Life, for their superior company strength and second-to-none resources.