Our Services

Investment Management

BIAR Legacy, LLC works with households and organizations as an investment manager, meaning we invest clients’ money on their behalf. 

What draws people to work with BIAR Legacy?

• We holistically prioritize Christian values — not just by how we treat people, but by our very financial strategies & investment decisions

• We diligently seek a compelling rate of return, building custom-suited portfolios for each client and managing clients’ investments daily

• We genuinely respect our clients: we don’t ask for referrals, we don’t make sales calls, and we don’t sell insurance. And that’s just the start!

BIAR Legacy is compensated for investment management via one clear fee, billed quarterly from within the investment account(s), and calculated in percentage terms of assets under management (AUM). We charge no commissions or transaction fees, and we require no account minimums. Refer to our Form ADV and Privacy Policy for more details about the firm and its operations.

Financial Advising

BIAR Legacy, LLC works with households and organizations as a financial advisor in the following ways:

• Coaching regarding financial management, budgeting, and/or interpersonal money goals

• Consulting regarding small business, income tax optimization, and/or investment planning

Who could benefit from advising? Anyone that uses money! BIAR Legacy’s offer is simple: a professional working for you to improve your financial well-being. Affordable for even the most modest income earners, our priority is for our advising fee to be more than justified by the financial development we catalyze. And not only financial — but also catalyzing a legacy that clients can be proud of.