David Hudson

✦

CPA, PFS, RFC, Financial Advisor

✦

David Hudson ✦ CPA, PFS, RFC, Financial Advisor ✦

Today, we help families and business owners see their entire financial picture and make confident decisions about what comes next. But it all started with a simple belief...

Your taxes, investments, business, and estate plan shouldn’t operate in separate worlds.

For nearly 30 years, David Hudson has helped clients navigate those decisions as both a CPA and financial advisor.

Legacy Total Wealth grew from that experience—bringing specialized professionals together around one coordinated strategy, so you can build, protect, and pass on what matters most.

Meet David Hudson,
CPA, PFS, RFC

David Hudson is the founder of Legacy Total Wealth.

A Certified Public Accountant, he also holds the Personal Financial Specialist (PFS) credential, which the AICPA awards to CPAs with demonstrated expertise in personal financial planning, and the Registered Financial Consultant (RFC) designation. As a financial advisor, he helps clients plan their investments and retirement with the tax impact always in view.

A proud Tennessee Volunteer, he wears his orange proudly in the Bluegrass state.

David has been married to his wife, Kimberly, for over 30 years. Together, they have three daughters: Maggie, Abbie (Will), & Callie.

For nearly three decades, David Hudson has helped individuals, families, and business owners make sense of the financial decisions that shape their lives.

As a CPA, PFS, RFC, and financial advisor, David has spent his career looking beyond a single tax return, investment account, or financial decision to understand how each piece affects the next.

That experience shaped the philosophy behind Legacy Total Wealth: your financial life works better when the people advising you understand the whole picture.

Through the Legacy family of firms, clients can access specialized expertise in tax and accounting, financial planning and wealth management, and coordinated estate and legacy planning—all with a shared focus on where you are today and where you want to go.

But Legacy Total Wealth is about more than professional services. It’s also about equipping you to understand your finances for yourself. Through practical resources, education, and straightforward guidance, we help take complicated financial concepts out of industry language and put them into terms you can actually use.

Because the goal isn’t simply to have professionals managing different pieces of your finances. It’s to understand your options, make informed decisions, and move toward the life and legacy you’re building with confidence.

Whole-Picture
Thinking

We look beyond individual accounts and transactions to understand how your taxes, investments, business, and estate plan work together.

How we create clarity

Proactive
Planning

We help you look ahead, anticipate the impact of financial decisions, and plan before opportunities—or problems—arise.

Clear
Guidance

We turn complicated
financial concepts into
straightforward conversations, giving
you the understanding you need to make informed decisions with confidence.

Coordinated
Expertise

We bring the right professionals into the conversation at the
right time, helping each
part of your financial life support the bigger picture you’re building.

Our Process

Step 1 · Discovery conversation. We learn your goals, concerns and what's already in place.

Step 2 · See your full picture. Our Financial Wellness Assessment and Asset Map gather your taxes, accounts, insurance and estate documents in one view.

Step 3 · Build a coordinated strategy. Tax and wealth recommendations are designed together, so they support each other.

Step 4 · Keep it current. Annual reviews and tax-season check-ins keep your plan aligned as life and tax laws change.

Who We Work With

  • Families preparing for or living in retirement

  • Business owners, including medical, dental and professional-service practices

  • Federal employees planning around FERS and TSP benefits

  • Families who want to pass on wealth thoughtfully

Tax, wealth, and estate planning, coordinated.

Cultivating Financial Poise

LEGACY

One Family of Firms, Three Specialized Practices

Legacy Total Wealth brings together three established financial firms. Each is its own business with its own expertise, and they coordinate on your behalf when you ask them to.

Tax Strategy
Year-round tax planning creates a strategy that looks ahead to make moves that shape next year’s bill.

Wealth & Retirement
Investment management and retirement income plans are built with the tax impact in view from the start.

Estate & Legacy
Wills, trusts and powers of attorney, coordinated with your finances & prepared by licensed attorneys.

Business Owners
Build wealth inside and outside your business with tax, payroll, and retirement plan strategy that works together.