Story, Mission, & Values

A black-and-white photo featuring two individuals sitting. The person in front is sitting on a chair with crossed legs, and the other is sitting on the arm of the chair. Text below reads 'BEST LEGS Danielle & Mike.'

The Story

On a hike along the Virginia Triple Crown section of the Appalachian Trail, a fellow hiker gave me a trail name that brought past and present together and set the foundation for a new financial planning firm. “Legs” in the current sense was leading a group in the dark, early a.m. hours up the mountain along the trail, maintaining pace and keeping everyone moving forward to reach the summit prior to sunrise. In the past, it was being voted “Best Legs” as a senior superlative.

Legs Financial believes in financial planning for all. We meet you where you are along your journey and work together to plot out a path that leads to the realization of your lifetime goals.

Mike sitting on a cliff edge with his legs hanging over a forested valley view along the Appalachian Trail.

The Mission

“We rise by lifting others.” -Robert Ingersoll

Serving families through financial planning that enables experiences and provides a path to give them a leg up on their financial journey.

Mike's family posing for a summer family photo in front of a house.

The Values

  • Financial planning for all - Comprehensive financial planning services to meet the needs of all individuals, regardless of their financial situation or goals.

  • Trust the process - It is the foundation that paves the way for personal, professional, and financial growth.

  • Stop and smell the roses - The journey shapes us and helps us grow. Value the experiences, embrace the challenges, and cherish those moments.

  • Do good. Be better. - Be a helper and volunteer. Always look for ways to improve.

Mike on a hike with his wife, two daughters, and his in-laws. All are smiling on a leaf-covered trail in a forest.

Michael “Legs” Davis, CFP® ChSNC®

Mike began his career as a high school Physics teacher and tennis coach before moving into finance in 2007. Mike is a teacher at heart and throughout his career, he has worked closely with students, individual investors, financial advisors, and organizations to plot a path to meet their goals. He is passionate about the planning process and believes in creating memorable experiences along the journey to financial freedom.

Originally from Michigan, Mike and his wife Carly moved to North Carolina in 2003 and now call Greensboro home with their daughters Sophie and Ashlyn, their dog Scarlett and cat Saffron. In his leisure time, Mike enjoys theater, playing tennis, hiking, kayaking, and dabbling in pickleball.

Mike holds a Bachelor of Arts in Physics from Wayne State University in Detroit where he also played collegiate tennis for the Warriors.

Mike (Legs) and Sophie (Braids) standing on McAfee Knob with mountainous scenery in the background.

Get started with Legs Financial today.