Joseph R. Birkofer, CFP™, AIF™, serves as a principal and co-founder of Legacy Asset Management, now a part of OneDigital Investment Advisors LLC, where he leverages his extensive expertise in financial planning and retirement plan consulting to deliver tailored solutions for both individual and corporate...
Joseph R. Birkofer, CFP™, AIF™, serves as a principal and co-founder of Legacy Asset Management, now a part of OneDigital Investment Advisors LLC, where he leverages his extensive expertise in financial planning and retirement plan consulting to deliver tailored solutions for both individual and corporate clients. With a strong foundation in asset management and investment selection, Joseph specializes in evaluating retirement plans, ensuring that they not only meet regulatory requirements but also align with the long-term financial goals of plan sponsors and participants. His role involves enhancing communication strategies to foster better understanding and engagement among stakeholders, which is crucial for effective retirement planning.
In his current position, Joseph is actively involved in key projects aimed at streamlining plan administration and improving investment performance monitoring. His commitment to fiduciary responsibility as an Accredited Investment Fiduciary (AIF) ensures that clients receive unbiased advice focused on their best interests. Joseph's proficiency in non-qualified deferred compensation and asset allocation further enriches his consulting capabilities, allowing him to provide comprehensive strategies that address the diverse needs of his clients. Through his leadership at Legacy Asset Management, he has cultivated a reputation for delivering exceptional service and insightful guidance, making him a trusted partner in navigating the complexities of retirement planning and investment management. As the financial landscape continues to evolve, Joseph remains dedicated to empowering clients with the knowledge and tools necessary to secure their financial futures.
