# Legacy Planning
Source: https://planprovider.pro/provider/legacy-planning

> Built around employer retirement plan consulting and business owner planning, Legacy Planning is an SEC-registered investment advisor in eastern Pennsylvania…

Retirement Plan Advisor

Allentown, PA

## About Legacy Planning

<p>Built around employer retirement plan consulting and business owner planning, Legacy Planning is an SEC-registered investment advisor in eastern Pennsylvania. Founded in 1999, the firm is part of HUB International and operates under the umbrella of Global Retirement Partners, LLC (GRP).</p>

<p>Legacy Planning has 31 employees and offices in Allentown (headquarters), Blue Bell, and West Chester, serving the Lehigh Valley and the Philadelphia metro area. As of 2026, the firm reports $1.9B in assets under management.</p>

<p>For retirement plan sponsors, Legacy Planning handles plan design, participant advice, fiduciary reviews, compliance support, and recordkeeping coordination as a <a href="/plan-advisors">plan advisor</a> working with <a href="/retirement-plans">retirement plan providers</a>. The firm also works with high-net-worth individuals, multi-generational families, and business owners on financial planning, family office needs, and business exit planning.</p>

<p>One differentiator is the firm’s ability to coordinate advice with affiliated resources, including LPL Financial for securities and HUB International for insurance services.</p>

<ul>
<li>Employer retirement plan consulting: plan design, compliance, and fiduciary audit support</li>
<li>Participant-level investment and retirement guidance</li>
<li>Recordkeeping coordination and ongoing plan service</li>
<li>Business owner planning, including exit planning</li>
<li>Family office-style services for complex households</li>
</ul>

Website: [https://www.legacy-online.com/](https://www.legacy-online.com/)

Founded: 1999

Employees: 31

## Office Locations

- West Chester, PA

- Allentown, PA (Headquarters)

- Suite&nbsp;100 Blue Bell, PA

- Blue Bell, PA

- Allentown, PA (Headquarters)

## Services Offered

- Plan Design Consulting

- Participant Investment Advice

- Fiduciary Audit Services

- Compliance Services

- Recordkeeping

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $1.9B

## Team Members

- **Jan Graybill**, Managing Partner, Founder

- **Matthew Kulp**, Partner

- **Kevin Donahue**, Partner

- **Robert Wermuth**, Partner, CFP®, CLU®, ChFC®, AIF®

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