‍Say Hello To

Adam Legg

Wealth Planner

I joined ISTO Advisors in 2022 and have been in the financial services industry since 2015. I have earned several professional designations, including my CERTIFIED FINANCIAL PLANNER^® certification, Chartered Advisor in Philanthropy® certification, and Chartered Life Underwriter^® certification. I graduated from Oakland University with a degree in Actuarial Science and minors in finance and mathematics.

I am a huge optimist and love to spread positivity and joy to those around me. I am most interested in helping people become more philanthropic, because I enjoy seeing the generosity of people’s hearts when they give back and make an impact on the world. I spend a lot of my time teaching others about tax-efficient charitable giving strategies.

I live in Clarkston with my wife, Ashley, and our son, Jameson. Our favorite activities include going to mass and adoration, walking, golfing, skiing, boating, camping, tennis, pickleball, and watching sports!

Why I joined ISTO…

To work with a fun group of professionals who have developed the most comprehensive financial plan in the industry.

How I am In Service To Others…

As a wealth planner, my goal is to find the best, most tax-efficient strategies for our clients that will result in them having more opportunities to spend their life doing what they love and less time worrying about their finances. I am also in service to our team of advisors by helping them put together the Every Dollar Plan so that they can focus on delivering exceptional service and building meaningful relationships with our clients.

The Core Value I resonate most with at ISTO is…

Surrounding ourselves with people of the highest character and integrity. I enjoy being able to work at a place where I don't have to deal with office drama or people not being trustworthy. I trust that we are only adding people of the highest integrity to our team, which allows us all to work together as an extremely high-performance team.