Aaron Bethune

AAaron Bethune

Co-Founder

Aaron Bethune began his career as a Financial Adviser in 2013 and is uniquely qualified to assist educational professionals and jurisdictions with retirement, estate, and investment goals. With his broad prospective and experience of investments, Aaron focuses on developing customized objectives to fit each client’s greater financial goals.

He became a member of the LEGACY ADVISORY GROUP in September 2016 where he continues to provide financial products and consulting for his clients. As an independent financial advisor, Aaron can offer a variety of resources and products to customize goals based on his client’s unique needs.

With his Series 6 and Series 63 Securities License, as well as his Life Insurance license, Aaron can provide financial products for clients in Alabama and Georgia. He possesses in-depth knowledge of industry products, services, and best practices and has worked with many school systems across Alabama.

Aaron delivers results with integrity and character and is committed to provide recommendations based on the client’s current circumstances and long-term objectives. His friendly professionalism ensures that his service focuses on the client’s risk tolerance, financial goals, and investment horizon.

An Opelika, Alabama native, Aaron received his Bachelor’s Degree in Public Administration with a Minor in Business from Samford University. He played football for the school and benefits personally and professionally today from the discipline of being a student athlete. Aaron now lives in Montgomery, AL and enjoys movies and spending time with friends and family.