MY WHY
Why I Became a Financial Advisor
I saw my parents struggle with difficult financial decisions. That experience motivated me to help others navigate similar challenges, make better choices, and build stronger financial futures for themselves and their families.
From an investment standpoint, I specialize in long-term, evidence-based portfolio management and helping clients stay disciplined rather than reacting to short-term market headlines. I’m there to simplify complex financial decisions so clients can establish priorities and coordinate different areas of their financial lives. Ultimately, I want clients to see me as someone they can call before making an important financial decision, not simply someone who manages their investments.
About Greg
Greg Feese joined Forum Financial Management in 2026 as a Financial Advisor. He has 20 years of experience in the financial services industry, including 10 years with Legacy Wealth Management, where he served as the firm’s owner and lead financial advisor.
At Legacy Wealth Management, Greg was responsible for the direction of the practice while working directly with clients on investment management, retirement planning, tax-aware strategies, estate planning coordination, and other major financial decisions. He also helped shape the firm's approach to investment management and client service, with an emphasis on long-term, disciplined investing and building lasting relationships with the families the firm served.
Greg approaches financial advice by first understanding the entire financial picture, not just the investment accounts. He places a strong emphasis on client goals and working toward what is important to them. He works primarily with individuals and families who have accumulated meaningful assets, professionals, business owners, and people preparing for or living in retirement.
Greg earned a bachelor’s degree in organizational leadership from Greenville University in Greenville, Illinois.
When he is not working with clients, Greg enjoys spending time with his wife and daughter and making the most of life in Las Vegas.
FREQUENTLY WORKS WITH
Tell Us About Your Financial Life and Aspirations
Your experience begins with an initial meeting to identify your financial vision for the future and risk tolerance levels. We review our investment philosophy and approach with you so that you fully understand each milestone of our process and how our relationship will evolve over time.
Discuss Topics Crucial to Your Financial Success
Over the course of the next few meetings, the content and breadth of each meeting is defined by your personal needs. We can review your estate planning and risk management needs, discuss retirement accumulation or distribution planning, evaluate educational funding needs, review your tax situation, and go over any other items crucial to your financial success.
Develop a Strategic Plan Unique to You
Once you select an allocation, we put together a strategic implementation plan that will coordinate investment of your portfolio between qualified (tax-advantaged) assets and non-qualified assets in order to maximize tax efficiency. The topics we address during our time with you vary depending on your unique needs and situation.
Putting Your Plan Into Action
We establish your Forum account based on the portfolio allocation we discussed and what we learned about your risk tolerance and financial goals. With your new Forum account now in place, you will have the opportunity to access your Forum Client Portal for the first time and connect with members of the Forum Client Service team.
Review Goals and Plans When Your Life Changes
You will receive reporting that will clearly show your performance net of all fees and compared to applicable market indexes. Additionally, your assets are held at a reputable third-party custodian that furnishes independent monthly reports so you can feel confident about the safe handling of your money.
