{"id":23457,"date":"2023-11-23T14:13:18","date_gmt":"2023-11-23T14:13:18","guid":{"rendered":"https:\/\/finpath.keydesign.xyz\/crypto-ai-assistant\/?page_id=23457"},"modified":"2025-09-09T22:00:51","modified_gmt":"2025-09-09T22:00:51","slug":"about-the-firm","status":"publish","type":"page","link":"https:\/\/angellegacyadvisors.com\/staging\/5239\/about-the-firm\/","title":{"rendered":"About the Firm"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"23457\" class=\"elementor elementor-23457\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a4351d0 e-flex e-con-boxed e-con e-parent\" data-id=\"a4351d0\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-a89f076 e-con-full e-flex e-con e-child\" data-id=\"a89f076\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6fe840c animated-fast elementor-invisible elementor-widget elementor-widget-elementskit-heading\" data-id=\"6fe840c\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;,&quot;_animation_delay&quot;:100,&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"elementskit-heading.default\">\n\t\t\t\t\t<div class=\"ekit-wid-con\" ><div class=\"ekit-heading elementskit-section-title-wraper text_center   ekit_heading_tablet-   ekit_heading_mobile-text_center\"><h1 class=\"ekit-heading--title elementskit-section-title \">About  <br>Angel <span>Legacy<\/span> Advisors <\/h1><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-0247f60 e-flex e-con-boxed e-con e-parent\" data-id=\"0247f60\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;animation&quot;:&quot;none&quot;,&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-671e021 e-con-full elementor-hidden-tablet elementor-hidden-mobile e-flex e-con e-child\" data-id=\"671e021\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-80335bc e-con-full ekit-sticky--top e-flex e-con e-child\" data-id=\"80335bc\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;ekit_sticky&quot;:&quot;top&quot;,&quot;ekit_sticky_offset&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:175,&quot;sizes&quot;:[]},&quot;ekit_sticky_until&quot;:&quot;section3&quot;,&quot;ekit_sticky_offset_tablet&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;ekit_sticky_offset_mobile&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;ekit_sticky_on_desktop&quot;:&quot;desktop&quot;,&quot;ekit_sticky_effect_offset&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:0,&quot;sizes&quot;:[]},&quot;ekit_sticky_effect_offset_tablet&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;ekit_sticky_effect_offset_mobile&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]}}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-409e1c8 elementor-widget elementor-widget-button\" data-id=\"409e1c8\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"button.default\">\n\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/angellegacyadvisors.com\/staging\/5239\/contact-2\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t<span class=\"elementor-button-icon\">\n\t\t\t\t<i aria-hidden=\"true\" class=\"far fa-calendar-plus\"><\/i>\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Schedule a time to talk <\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-a59e462 e-con-full e-flex e-con e-child\" data-id=\"a59e462\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-d1bc228 e-con-full sticky-section e-flex e-con e-child\" data-id=\"d1bc228\" data-element_type=\"container\" data-e-type=\"container\" id=\"section1\">\n\t\t<div class=\"elementor-element elementor-element-0ac110f e-con-full e-flex e-con e-child\" data-id=\"0ac110f\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;shape_divider_bottom&quot;:&quot;split&quot;}\">\n\t\t\t\t<div class=\"elementor-shape elementor-shape-bottom\" aria-hidden=\"true\" data-negative=\"false\">\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 1000 20\" preserveAspectRatio=\"none\">\n\t<path class=\"elementor-shape-fill\" d=\"M0,0v3c0,0,393.8,0,483.4,0c9.2,0,16.6,7.4,16.6,16.6c0-9.1,7.4-16.6,16.6-16.6C606.2,3,1000,3,1000,3V0H0z\"\/>\n<\/svg>\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-99b7723 elementor-widget elementor-widget-video\" data-id=\"99b7723\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;video_type&quot;:&quot;hosted&quot;,&quot;controls&quot;:&quot;yes&quot;,&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"video.default\">\n\t\t\t\t\t\t\t<div class=\"e-hosted-video elementor-wrapper elementor-open-inline\">\n\t\t\t\t\t<video class=\"elementor-video\" src=\"https:\/\/angellegacyadvisors.com\/staging\/5239\/wp-content\/uploads\/2025\/08\/Video3-Why-Start-Angel-Legacy.mov\" controls=\"\" preload=\"metadata\" controlsList=\"nodownload\"><\/video>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-cb9dfa2 animated-fast elementor-invisible elementor-widget elementor-widget-elementskit-heading\" data-id=\"cb9dfa2\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;,&quot;_animation_delay&quot;:100,&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"elementskit-heading.default\">\n\t\t\t\t\t<div class=\"ekit-wid-con\" ><div class=\"ekit-heading elementskit-section-title-wraper text_left   ekit_heading_tablet-   ekit_heading_mobile-\"><h4 class=\"ekit-heading--title elementskit-section-title \">Why Angel Legacy Advisors Exists<\/h4>\t\t\t\t<div class='ekit-heading__description'>\n\t\t\t\t\t<p><span style=\"font-weight: 400\">After 15 years in the financial planning world\u2014leading teams, mentoring advisors, and helping clients navigate life\u2019s biggest decisions\u2014I felt a calling to do something different. More personal. More grounded. More meaningful.<\/span><\/p>\n<p><span style=\"font-weight: 400\">I believe that where your heart lies, there your treasure is also. Many people have heart problems that lead to money problems\u2014or they have lots of money that is always shaping their heart.\u00a0 I believe money amplifies who we already are. A generous person can be generous with little or much. But someone who places their trust in worldly wealth will often find that the more they have, the more anxious they become.<\/span><\/p>\n<p><span style=\"font-weight: 400\">That\u2019s why I launched Angel Legacy Advisors: to help people build <\/span><b>wealth with wisdom<\/b><span style=\"font-weight: 400\"> and pursue <\/span><b>legacy with purpose.<\/b><\/p>\n\t\t\t\t<\/div>\n\t\t\t<div class=\"ekit_heading_separetor_wraper ekit_heading_elementskit-border-divider elementskit-style-long\"><div class=\"elementskit-border-divider elementskit-style-long\"><\/div><\/div><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-6f1cfc3 e-con-full e-flex e-con e-child\" data-id=\"6f1cfc3\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;shape_divider_bottom&quot;:&quot;split&quot;}\">\n\t\t\t\t<div class=\"elementor-shape elementor-shape-bottom\" aria-hidden=\"true\" data-negative=\"false\">\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 1000 20\" preserveAspectRatio=\"none\">\n\t<path class=\"elementor-shape-fill\" d=\"M0,0v3c0,0,393.8,0,483.4,0c9.2,0,16.6,7.4,16.6,16.6c0-9.1,7.4-16.6,16.6-16.6C606.2,3,1000,3,1000,3V0H0z\"\/>\n<\/svg>\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0992ae8 animated-fast elementor-widget__width-initial elementor-invisible elementor-widget elementor-widget-elementskit-heading\" data-id=\"0992ae8\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;,&quot;_animation_delay&quot;:100,&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"elementskit-heading.default\">\n\t\t\t\t\t<div class=\"ekit-wid-con\" ><div class=\"ekit-heading elementskit-section-title-wraper text_left   ekit_heading_tablet-   ekit_heading_mobile-\"><h4 class=\"ekit-heading--title elementskit-section-title \">About Matthew Angel, CFP\u00ae<\/h4>\t\t\t\t<div class='ekit-heading__description'>\n\t\t\t\t\t<ol>\n<li><span style=\"font-weight: 400;color: #ffffff\">CERTIFIED FINANCIAL<img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" loading=\"lazy\" class=\"size-medium wp-image-25102 alignright\" src=\"https:\/\/i0.wp.com\/angellegacyadvisors.com\/staging\/5239\/wp-content\/uploads\/2025\/08\/Matthew-at-Desk-at-office-at-a-distance.webp?resize=225%2C300&#038;ssl=1\" alt=\"Matthew-at-Desk-at-office\" width=\"225\" height=\"300\" srcset=\"https:\/\/i0.wp.com\/angellegacyadvisors.com\/staging\/5239\/wp-content\/uploads\/2025\/08\/Matthew-at-Desk-at-office-at-a-distance-scaled.webp?resize=225%2C300&amp;ssl=1 225w, https:\/\/i0.wp.com\/angellegacyadvisors.com\/staging\/5239\/wp-content\/uploads\/2025\/08\/Matthew-at-Desk-at-office-at-a-distance-scaled.webp?resize=768%2C1024&amp;ssl=1 768w, https:\/\/i0.wp.com\/angellegacyadvisors.com\/staging\/5239\/wp-content\/uploads\/2025\/08\/Matthew-at-Desk-at-office-at-a-distance-scaled.webp?resize=1152%2C1536&amp;ssl=1 1152w, https:\/\/i0.wp.com\/angellegacyadvisors.com\/staging\/5239\/wp-content\/uploads\/2025\/08\/Matthew-at-Desk-at-office-at-a-distance-scaled.webp?resize=1536%2C2048&amp;ssl=1 1536w, https:\/\/i0.wp.com\/angellegacyadvisors.com\/staging\/5239\/wp-content\/uploads\/2025\/08\/Matthew-at-Desk-at-office-at-a-distance-scaled.webp?resize=710%2C947&amp;ssl=1 710w, https:\/\/i0.wp.com\/angellegacyadvisors.com\/staging\/5239\/wp-content\/uploads\/2025\/08\/Matthew-at-Desk-at-office-at-a-distance-scaled.webp?w=1920&amp;ssl=1 1920w\" sizes=\"auto, (max-width: 225px) 100vw, 225px\" \/> PLANNER\u2122 professional<\/span><\/li>\n<li><span style=\"font-weight: 400;color: #ffffff\">15+ years of financial advising and investment experience<\/span><\/li>\n<li><span style=\"font-weight: 400;color: #ffffff\">Masters Business Administration inFinance<\/span><\/li>\n<li><span style=\"font-weight: 400;color: #ffffff\">Former Director at a Fortune 100 firm<\/span><\/li>\n<li><span style=\"font-weight: 400;color: #ffffff\">Deacon at First Baptist Lubbock, youth coach, proud husband and dad of four<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400\">I\u2019ve seen firsthand how messy\u2014and meaningful\u2014money can be. I\u2019ve also seen how much peace it brings when you have a plan that reflects your values and a guide you can trust.<\/span><\/p>\n<p><span style=\"font-weight: 400\">This work isn\u2019t just a career for me. It\u2019s a calling. I listen deeply, tailor my advice, and walk with my clients through every season.<\/span><\/p>\n\t\t\t\t<\/div>\n\t\t\t<\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-eb0d3f0 e-con-full e-flex e-con e-child\" data-id=\"eb0d3f0\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;shape_divider_bottom&quot;:&quot;split&quot;}\">\n\t\t\t\t<div class=\"elementor-shape elementor-shape-bottom\" aria-hidden=\"true\" data-negative=\"false\">\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 1000 20\" preserveAspectRatio=\"none\">\n\t<path class=\"elementor-shape-fill\" d=\"M0,0v3c0,0,393.8,0,483.4,0c9.2,0,16.6,7.4,16.6,16.6c0-9.1,7.4-16.6,16.6-16.6C606.2,3,1000,3,1000,3V0H0z\"\/>\n<\/svg>\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0c0e317 animated-fast elementor-invisible elementor-widget elementor-widget-elementskit-heading\" data-id=\"0c0e317\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;,&quot;_animation_delay&quot;:100,&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"elementskit-heading.default\">\n\t\t\t\t\t<div class=\"ekit-wid-con\" ><div class=\"ekit-heading elementskit-section-title-wraper text_left   ekit_heading_tablet-   ekit_heading_mobile-\"><h4 class=\"ekit-heading--title elementskit-section-title \">Our Investment Philosophy<\/h4>\t\t\t\t<div class='ekit-heading__description'>\n\t\t\t\t\t<p>I believe your investments should serve your life\u2014not the other way around. That means:<br \/><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" loading=\"lazy\" class=\" wp-image-25414 alignleft\" src=\"https:\/\/i0.wp.com\/angellegacyadvisors.com\/staging\/5239\/wp-content\/uploads\/2025\/09\/Investing-Philosophy-1.jpg?resize=189%2C126&#038;ssl=1\" alt=\"\" width=\"189\" height=\"126\" srcset=\"https:\/\/i0.wp.com\/angellegacyadvisors.com\/staging\/5239\/wp-content\/uploads\/2025\/09\/Investing-Philosophy-1-scaled.jpg?resize=300%2C200&amp;ssl=1 300w, https:\/\/i0.wp.com\/angellegacyadvisors.com\/staging\/5239\/wp-content\/uploads\/2025\/09\/Investing-Philosophy-1-scaled.jpg?resize=1024%2C683&amp;ssl=1 1024w, https:\/\/i0.wp.com\/angellegacyadvisors.com\/staging\/5239\/wp-content\/uploads\/2025\/09\/Investing-Philosophy-1-scaled.jpg?resize=768%2C512&amp;ssl=1 768w, https:\/\/i0.wp.com\/angellegacyadvisors.com\/staging\/5239\/wp-content\/uploads\/2025\/09\/Investing-Philosophy-1-scaled.jpg?resize=1536%2C1024&amp;ssl=1 1536w, https:\/\/i0.wp.com\/angellegacyadvisors.com\/staging\/5239\/wp-content\/uploads\/2025\/09\/Investing-Philosophy-1-scaled.jpg?resize=2048%2C1365&amp;ssl=1 2048w, https:\/\/i0.wp.com\/angellegacyadvisors.com\/staging\/5239\/wp-content\/uploads\/2025\/09\/Investing-Philosophy-1-scaled.jpg?resize=710%2C473&amp;ssl=1 710w, https:\/\/i0.wp.com\/angellegacyadvisors.com\/staging\/5239\/wp-content\/uploads\/2025\/09\/Investing-Philosophy-1-scaled.jpg?w=2280&amp;ssl=1 2280w\" sizes=\"auto, (max-width: 189px) 100vw, 189px\" \/><\/p>\n<ol>\n<li><span style=\"font-weight: 400;color: #ffffff\">Keeping costs low withdiversified portfolios of mutual funds and ETFs<\/span><\/li>\n<li><span style=\"font-weight: 400;color: #ffffff\">Rebalancing when needed<\/span><\/li>\n<li><span style=\"font-weight: 400;color: #ffffff\">Using smart tax strategies (like tax-loss harvesting, efficient drawdown)<\/span><\/li>\n<li><span style=\"font-weight: 400;color: #ffffff\">Aligning your risk level with your goals and season of life<\/span><\/li>\n<li><span style=\"font-weight: 400;color: #ffffff\">I don\u2019t chase trends or hot stock tips - I do adjust investments over time with market conditions, trying to take advantage of trends and maximize return for the risk you are taking.<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400\">If you want to dig into the numbers, I\u2019m ready. But if spreadsheets make your eyes glaze over? I\u2019ll simplify the complex and walk you through it at your pace.<\/span><\/p>\n\t\t\t\t<\/div>\n\t\t\t<\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-98620eb e-con-full e-flex e-con e-child\" data-id=\"98620eb\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;shape_divider_bottom&quot;:&quot;split&quot;}\">\n\t\t\t\t<div class=\"elementor-shape elementor-shape-bottom\" aria-hidden=\"true\" data-negative=\"false\">\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 1000 20\" preserveAspectRatio=\"none\">\n\t<path class=\"elementor-shape-fill\" d=\"M0,0v3c0,0,393.8,0,483.4,0c9.2,0,16.6,7.4,16.6,16.6c0-9.1,7.4-16.6,16.6-16.6C606.2,3,1000,3,1000,3V0H0z\"\/>\n<\/svg>\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-566b344 animated-fast elementor-invisible elementor-widget elementor-widget-elementskit-heading\" data-id=\"566b344\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;,&quot;_animation_delay&quot;:100,&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"elementskit-heading.default\">\n\t\t\t\t\t<div class=\"ekit-wid-con\" ><div class=\"ekit-heading elementskit-section-title-wraper text_left   ekit_heading_tablet-   ekit_heading_mobile-\"><h4 class=\"ekit-heading--title elementskit-section-title \">What Makes This Firm Different<\/h4>\t\t\t\t<div class='ekit-heading__description'>\n\t\t\t\t\t<p><span style=\"font-weight: 400\">Angel Legacy Advisors is small by design. When you work with me, you get <\/span><b>me<\/b><span style=\"font-weight: 400\">. Not a junior advisor. Not someone with sales quotas. Not a call center.<\/span><\/p>\n<p><span style=\"font-weight: 400\">I left a large firm where I led national teams\u2014but often felt too far from the people I truly wanted to serve. I started Angel Legacy Advisors to:<\/span><\/p>\n<ol>\n<li><span style=\"color: #ffffff\">Stay close to the families I work with<\/span><\/li>\n<li><span style=\"color: #ffffff\">Keep my client list focused and personal<\/span><\/li>\n<li><span style=\"color: #ffffff\">Avoid bloated corporate systems that slow everything down<\/span><\/li>\n<\/ol>\n<p>Here, I answer only to you. And I can be nimble, creative, and values-driven in a way that big firms simply can\u2019t.<\/p>\n<p><b>Why \"Angel Legacy\"?<\/b><span style=\"font-weight: 400\"> My last name is Angel. But the mission goes deeper. This firm exists to help clients pursue wealth with wisdom, and leave a legacy with purpose.<\/span><\/p>\n\t\t\t\t<\/div>\n\t\t\t<\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-2d322c8 e-con-full e-flex e-con e-child\" data-id=\"2d322c8\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;shape_divider_bottom&quot;:&quot;split&quot;}\">\n\t\t\t\t<div class=\"elementor-shape elementor-shape-bottom\" aria-hidden=\"true\" data-negative=\"false\">\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 1000 20\" preserveAspectRatio=\"none\">\n\t<path class=\"elementor-shape-fill\" d=\"M0,0v3c0,0,393.8,0,483.4,0c9.2,0,16.6,7.4,16.6,16.6c0-9.1,7.4-16.6,16.6-16.6C606.2,3,1000,3,1000,3V0H0z\"\/>\n<\/svg>\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-fb2acf1 animated-fast elementor-invisible elementor-widget elementor-widget-elementskit-heading\" data-id=\"fb2acf1\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;,&quot;_animation_delay&quot;:100,&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"elementskit-heading.default\">\n\t\t\t\t\t<div class=\"ekit-wid-con\" ><div class=\"ekit-heading elementskit-section-title-wraper text_left   ekit_heading_tablet-   ekit_heading_mobile-\"><h4 class=\"ekit-heading--title elementskit-section-title \">Wealth With Wisdom<\/h4>\t\t\t\t<div class='ekit-heading__description'>\n\t\t\t\t\t<p><span style=\"font-weight: 400\">Wisdom isn\u2019t loud. It doesn\u2019t trend. It doesn\u2019t scream for your attention like the next hot stock or financial headline. But it\u2019s out there\u2014ancient, life-giving, and incredibly powerful for those who seek it.<\/span><\/p>\n<p><span style=\"font-weight: 400\">I believe wisdom is the quiet strength that helps you see through the noise. It keeps you grounded when others are panicking. It helps you make better decisions with your money, your relationships, and your time.<\/span><\/p>\n<p><span style=\"font-weight: 400;width:250px !important\">\u201cWisdom is a defense as money is a defense, but the excellence of knowledge is that wisdom gives life to those who have it.\u201d \u2013 Ecclesiastes 7:12 (NKJV)<\/span><\/p>\n<p><span style=\"font-weight: 400\">There are a lot of get-rich-quick schemes. But there are no get-wise-quick schemes. Whether you're experiencing a financial windfall, facing a big decision, or just trying to grow what you\u2019ve worked so hard for\u2014you need more than just wealth. You need wisdom.<\/span><\/p>\n\t\t\t\t<\/div>\n\t\t\t<\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-7563af4 e-con-full e-flex e-con e-child\" data-id=\"7563af4\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;shape_divider_bottom&quot;:&quot;split&quot;}\">\n\t\t\t\t<div class=\"elementor-shape elementor-shape-bottom\" aria-hidden=\"true\" data-negative=\"false\">\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 1000 20\" preserveAspectRatio=\"none\">\n\t<path class=\"elementor-shape-fill\" d=\"M0,0v3c0,0,393.8,0,483.4,0c9.2,0,16.6,7.4,16.6,16.6c0-9.1,7.4-16.6,16.6-16.6C606.2,3,1000,3,1000,3V0H0z\"\/>\n<\/svg>\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0ca23b6 animated-fast elementor-invisible elementor-widget elementor-widget-elementskit-heading\" data-id=\"0ca23b6\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;,&quot;_animation_delay&quot;:100,&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"elementskit-heading.default\">\n\t\t\t\t\t<div class=\"ekit-wid-con\" ><div class=\"ekit-heading elementskit-section-title-wraper text_left   ekit_heading_tablet-   ekit_heading_mobile-\"><h4 class=\"ekit-heading--title elementskit-section-title \">Legacy With Purpose<\/h4>\t\t\t\t<div class='ekit-heading__description'>\n\t\t\t\t\t<p>I also believe that wealth is meant to be enjoyed\u2014but not hoarded. If you\u2019ve built something meaningful, let\u2019s talk about how to use it well.<\/p>\n<p>We really only have four options with our wealth:<\/p>\n<ol>\n<li><span style=\"color: #ffffff\">Spend it on ourselves<\/span><\/li>\n<li><span style=\"color: #ffffff\">Bury it and watch it grow<\/span><\/li>\n<li><span style=\"color: #ffffff\">Chase after more of it<\/span><\/li>\n<li><span style=\"color: #ffffff\">Do good with it<\/span><\/li>\n<\/ol>\n<p>I hate to break it to you, but everything you\u2019ve earned is eventually going to someone else\u2014whether that\u2019s a car dealer, the IRS, your kids, or a cause you care about. You get to choose who benefits, and when.<\/p>\n<p>Your legacy isn\u2019t something you leave behind. It\u2019s something you build every day.<\/p>\n<p>\u201cCommand those who are rich in this present world not to be arrogant nor to put their hope in wealth, which is so uncertain, but to put their hope in God... Command them to do good, to be rich in good deeds, and to be generous and willing to share.\u201d \u2013 1 Timothy 6:17-19<\/p>\n<p>I help clients articulate their values, protect their families, enjoy what they\u2019ve built, and deploy their resources to do lasting good. That may mean:<\/p>\n<ol>\n<li><span style=\"font-weight: 400;color: #ffffff\">Passing wealth to heirs, tax-efficiently, cutting the IRS out of the will where possible<\/span><\/li>\n<li><span style=\"font-weight: 400;color: #ffffff\">Helping you with career and work decisions, including retirement<\/span><\/li>\n<li><span style=\"font-weight: 400;color: #ffffff\">Creating charitable strategies that benefit your family, community, and favorite causes.<\/span><\/li>\n<\/ol>\n<p>Let\u2019s make sure your money works for more than just you.<\/p>\n\t\t\t\t<\/div>\n\t\t\t<\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-108e732 e-con-full e-flex e-con e-child\" data-id=\"108e732\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;shape_divider_bottom&quot;:&quot;split&quot;}\">\n\t\t\t\t<div class=\"elementor-shape elementor-shape-bottom\" aria-hidden=\"true\" data-negative=\"false\">\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 1000 20\" preserveAspectRatio=\"none\">\n\t<path class=\"elementor-shape-fill\" d=\"M0,0v3c0,0,393.8,0,483.4,0c9.2,0,16.6,7.4,16.6,16.6c0-9.1,7.4-16.6,16.6-16.6C606.2,3,1000,3,1000,3V0H0z\"\/>\n<\/svg>\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-fe43bca animated-fast elementor-invisible elementor-widget elementor-widget-elementskit-heading\" data-id=\"fe43bca\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;,&quot;_animation_delay&quot;:100,&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"elementskit-heading.default\">\n\t\t\t\t\t<div class=\"ekit-wid-con\" ><div class=\"ekit-heading elementskit-section-title-wraper text_left   ekit_heading_tablet-   ekit_heading_mobile-\"><h4 class=\"ekit-heading--title elementskit-section-title \">My Promise to You<\/h4>\t\t\t\t<div class='ekit-heading__description'>\n\t\t\t\t\t<p><span style=\"font-weight: 400\">Your money is more than just numbers. It\u2019s the fruit of your labor. The fuel for your future. The means through which you care for your loved ones and leave a mark.<\/span><\/p>\n<p><span style=\"font-weight: 400\">I don\u2019t take that lightly.<\/span><\/p>\n<p><span style=\"font-weight: 400\">As a fiduciary and a believer, I will steward your trust with integrity, wisdom, and clarity. I will pray for your family. I will challenge you if needed. And I\u2019ll be here through life\u2019s inevitable curveballs\u2014to help you respond with confidence and peace.<\/span><\/p>\n\t\t\t\t<\/div>\n\t\t\t<\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>About Angel Legacy Advisors Schedule a time to talk https:\/\/angellegacyadvisors.com\/staging\/5239\/wp-content\/uploads\/2025\/08\/Video3-Why-Start-Angel-Legacy.mov Why Angel Legacy Advisors Exists After 15 years in the financial planning world\u2014leading teams, mentoring advisors, and helping clients navigate life\u2019s biggest decisions\u2014I felt a calling to do something different. More personal. More grounded. More meaningful. I believe that where your heart lies, there your [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"nf_dc_page":"","om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"class_list":["post-23457","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>About the Firm - angellegacyadvisors.com<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/angellegacyadvisors.com\/staging\/5239\/about-the-firm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"About the Firm - angellegacyadvisors.com\" \/>\n<meta property=\"og:description\" content=\"About Angel Legacy Advisors Schedule a time to talk https:\/\/angellegacyadvisors.com\/staging\/5239\/wp-content\/uploads\/2025\/08\/Video3-Why-Start-Angel-Legacy.mov Why Angel Legacy Advisors Exists After 15 years in the financial planning world\u2014leading teams, mentoring advisors, and helping clients navigate life\u2019s biggest decisions\u2014I felt a calling to do something different. 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