Jan Graybill, CFP, ChFC, CLU, CEPA®, MSFS

Jan Graybill serves as a strategic advisor with Legacy Planning’s Business Owner Advisory Team (BOAT), which specializes in guiding entrepreneurs and private business owners through the critical phases of pre- and post-succession planning. This team facilitates a holistic approach, coordinating clients’ existing consultants (advisors, business coaches, attorneys, accountants, agents) and aligning personal financial plans with business goals to pursue maximum business value*. Legacy empowers business owners with the knowledge and strategic preparation essential for a successful transition, focusing on delivering clarity around the crucial “Keep or Sell” decision.

Jan also leads Legacy’s Advanced Planning Department, a vital resource dedicated to equipping clients with some of the most advanced tools and techniques. By overseeing the review of intricate financial plans, the department delivers crucial insights into business continuity, asset protection, income and estate planning, tax planning strategies, charitable planning, and multi-generational wealth planning.

Leveraging extensive experience and a network of specialized legal, accounting, retirement, and investment professionals, Jan supports both advisors and clients by coordinating research and strategic planning. This experience provides an invaluable and integral component of the comprehensive financial planning process.

Jan has a Master of Science in Financial Services from The American College, and a business degree from Millersville University. In addition, he is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Exit Planning Advisor (CEPA®). 

*Tax, legal and other services offered through existing consultants are not offered or endorsed by LPL Financial.