Legacy Path Advisors, LLC is a Registered Investment Adviser registered in the State of Tennessee.
Registration does not imply a certain level of skill or training. Our Form ADV is available on request and at
adviserinfo.sec.gov (CRD No. 327568).
Everything on this site is general education. It is not individualized investment, tax, or legal advice, and no
part of it creates an advisory relationship. Clergy tax rules are unusually situation-specific and individual
circumstances vary. Talk with a qualified tax professional or attorney about your own facts before you act.
Investing involves risk, including the possible loss of principal. Nothing here is a promise or projection of any
particular result. Being fee-only means we are paid only by our clients and sell no products and earn no commissions.
It does not mean no conflicts exist. Our conflicts are disclosed in our Form ADV.
We do not prepare tax returns and we do not draft legal documents. We will get your CPA and your attorney whatever they need.
© 2026 Legacy Path Advisors, LLC. All rights reserved.
