Jeff Dye, CFP®

As a Senior Advisor for Commonwealth Financial Network®, Jeff joined Legacy Planning in 2011. Jeff focuses on providing strategic planning advice to individuals, families and businesses. Whether it’s helping a business owner prepare for their exit, implementing investment strategies, or providing education for the next generation, Legacy Planning’s goal is to empower clients to make big decisions with confidence.

The ability to deconstruct complex issues to their most basic elements and offer solutions that align with a client’s goals is at the core of Legacy’s value proposition. Formulating a plan or strategy while clearly demonstrating the potential impact on a client’s long-term financial goals is what we believe separates Legacy from their product-focused competitors. 

Jeff is a graduate of the University of Maryland with a degree in Economics, he has a Certificate in Financial Planning from Georgetown University and holds the Certified Financial Planner™ designation.

Jeff offers securities and advisory services through Commonwealth Financial Network®.

Jeff Dye offers securities and advisory services through Commonwealth Financial Network®, Member http://www.finra.org/www.sipc.org, a Registered Investment Adviser. Jeff Dye is an employee of HUB International. HUB Retirement and Private Wealth is not a registered broker dealer or registered investment adviser. HUB and Commonwealth are separate and unrelated entities.

HUB International and Commonwealth are engaged in a referral arrangement where HUB refers potential clients to Commonwealth Advisors. HUB is not a client of Commonwealth.  HUB receives all commissions and fees, as applicable, that the advisor would receive from Commonwealth resulting from these referrals. These payments create a financial incentive for HUB to recommend Commonwealth over other firms where no compensation is received, resulting in material conflicts of interest. This referral may not be representative of the experience of others and is not a guarantee of future performance or success. To learn more about Commonwealth, search wherever local businesses are reviewed.