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

Jan Graybill, an Investment Adviser Representative of Commonwealth Financial Network, 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 help maximize 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 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 reduction 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 our 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®). Jan offers securities and advisory services through Commonwealth Financial Network ®.

Jan Graybill offers securities and advisory services through Commonwealth Financial Network®, Member http://www.finra.org/www.sipc.org, a Registered Investment Adviser. Jan Graybill 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.