Skyler Denny

CFP®

Legacy Financial Designs

Founder & Financial Advisor

Contact Me

Skyler Denny

CFP®

Legacy Financial Designs

Founder & Financial Advisor

As a fee-only financial planner, I am truly passionate about helping you make smart financial choices today that will create your legacy later on. I am here to support you and your family as you achieve the financial freedom you desire—so you can live out your dreams without stressing over your finances. - Skyler Denny, CFP®

Contact Me

832-510-0175

Website

Fee-Only financial planner located in Spring, TX, serving clients locally and across the country

We’re an independent fiduciary financial planning firm located in Spring, TX serving The Woodlands, the greater Houston area, and clients across the country.  We are dedicated to serving families in the wealth accumulation phase of life. Working collaboratively with you, we strive to understand the details of your life vision, outline your options in plain English, and design a plan that turns your dreams into a reality.

We are fee-only and do not sell products or receive kick-backs/commissions on our recommendations. As a result, we maintain our clients interests first at all times and make recommendations based solely on your family’s needs.

Skyler Denny is a Spring, TX fee-only financial planner and the founder of Legacy Financial Designs.

As a financial planner, I am truly passionate about helping you make smart financial choices today that will create your legacy later on. I am here to support you and your family as you achieve the financial freedom you desire—so you can live out your dreams without stressing over your finances.

Before founding Legacy Financial Designs, I gained six years of specialized experience working with families in the wealth accumulation phase of life. I am a graduate of the Texas A&M University financial planning program.

Outside of the office, I can be found woodworking, cheering on Aggie Athletics, attending the Woodlands United Methodist Church, working out, taking road trips, or spending time at the beach.

Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®) professional

Affiliations

  • Texas A&M Association of Former Students
  • XY Planning Network
  • FPA of Houston former board member

Skyler Denny is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

From newlywed couples and growing families to empty nesters playing catchup, you’re entering into a new chapter with novel financial concerns and goals. The issue? Many advisors will only work with people in your position if you also have a certain amount of money saved up. We’re changing that.

Parents and couples who are still accumulating wealth need guidance just as much as, if not more than, those who already have a robust financial picture.

We believe that by helping you manage your income and make the right decisions early on, you can experience the financial freedom we all desire later in life—with the peace of mind that helps you live fuller today.

Click here to learn more. 

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors
  • Young Professionals

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Skyler Denny is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Skyler Denny is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • XY Planning Network
    Skyler Denny is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • Financial Planning Association
    Skyler Denny is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

Contact Skyler Denny

832-510-0175

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Office Locations:

  • 18 Augusta Pines Dr
    Suite 245E
    Spring, TX 77389

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Legacy Financial Designs, LLC (referred to as "LFD") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement and suitability for a particular purpose. LFD does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice,  as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall LFD be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if LFD or a LFD authorized representative has been advised of the possibility of such damages. In no event shall Legacy Financial Designs, LLC have any liability to you for damages, losses and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

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