Title: Financial Advisor
Company: Legacy Planning Partners
Location: Allentown, Pennsylvania, United States
Jan L. Graybill, financial advisor at Legacy Planning Partners, has been recognized by Marquis Who’s Who Top Executives for dedication, achievements, and leadership in business finances.
Drawing on over four decades of experience in the field of finance, Mr. Graybill specializes in estate and income tax planning and business transitions. Since 1980, he has built a prolific career serving as the chief executive officer, a financial advisor, and a founding partner of Legacy Planning Partners, an independent, fee based financial preparation firm that provides objective financial advice and services to individuals and businesses. In this capacity, Mr. Graybill is responsible for business continuity, asset protection, tax reduction strategies, income and estate planning, as well as charitable and multi-generational wealth provisions.
Prior to embarking on his professional journey, Mr. Graybill pursued an education at Millersville University, where he obtained a Bachelor of Science in business in 1980. He continued his academic efforts at The American College of Financial Services, earning a master’s degree in financial services in 2011. As a commitment to his field, he has obtained his CERTIFIED FINANCIAL PLANNER® certification via the Certified Financial Planner Board of Standards Inc. and has been an exit planning advisor via the Exit Planning Institute since 2015. Likewise dedicated to civic advocacy, Mr. Graybill contributes to the Millersville University Endowment Fund.
Among his professional accomplishments, Mr. Graybill is most proud of sustaining a successful business that specializes in holistic financial planning and expanding services through three locations, while hiring and mentoring numerous individuals in the industry. Reflecting on a long career, he attributes much of his success to his family, his persistence, and his dedicated work ethic. Looking toward the future, Mr. Graybill aspires to support future generations’ financial literacy and hopes to continue significantly impacting the lives of others in a positive way.
Mr. Graybill offers securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Legacy Planning is located at 3440 Hamilton Blvd. Allentown, PA 18103. P (484) 765-9100. The Marquis Who’s Who recognition is based on merit and not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor.
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Mr. Graybill at Legacy Planning Partners
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