Wealth Advisory

Seth Sanborn

Financial Advisor

Seth is full of caring and warmth when it comes to working with our clients. His passion for helping people with their financial planning is outstanding.

19+ Years Experience
Miami University Education
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Building Lasting Legacies From The Ground Up

Seth Sanborn is a Certified Financial Planner™ professional and Financial Advisor at Legacy Financial Advisors, where he helps individuals, families, and business owners simplify complex financial decisions and build strategies designed to achieve their long-term goals. Known for his ability to connect with people from all walks of life, Seth takes a highly personalized approach to financial planning, focusing on understanding each client’s unique circumstances, values, and aspirations.

Seth believes that successful financial planning begins with meaningful relationships. By listening carefully and identifying the issues that matter most, he helps clients gain clarity, confidence, and direction in their financial lives. His goal is to create an environment where clients feel understood, supported, and empowered to make informed decisions for themselves and their families.

At Legacy, Seth specializes in comprehensive financial planning, investment management, retirement planning, tax-efficient wealth strategies, and wealth preservation. He is committed to translating complex financial concepts into practical, easy-to-understand recommendations that clients can confidently implement.

Before entering the financial services industry, Seth worked in the nonprofit sector, where he developed a passion for helping others improve their lives through education and guidance. Motivated by a desire to make a meaningful impact through financial planning, he transitioned into the profession and has since dedicated his career to helping clients achieve financial security and peace of mind.

Seth began his financial services career with Fidelity Investments in 2007 and later became an Investment Advisor Representative with Legacy Financial Advisors. He earned a Bachelor of Arts in Business Finance from Miami University, with a minor in Entrepreneurship, and holds the CERTIFIED FINANCIAL PLANNER™ certification.

Outside of the office, Seth enjoys spending time with his wife, Casie, their four children, and four dogs. Whether golfing, cycling, playing tennis, enjoying music, or reading, he values staying active and making the most of time with family and friends.

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Ready to Align Your Treasure with Your Heart?

Schedule a conversation with Seth Sanborn or a member of our wealth advisory team today.

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