Joseph Birkofer

As Principal and Founder of Legacy Asset Management in Houston, Joseph R. Birkofer brings decades of expertise in financial planning and asset allocation. In February 2024, Legacy's assets were acquired by OneDigital Investment Advisors, LLC. Prior to founding Legacy Asset Management, he served as a Trust Officer with Texas Commerce Bank.

Joe teaches Employee Benefits and Retirement Planning at Rice University’s School of Continuing Education Certified Financial Planner™ program. He is also an active member of the community, serving on boards including The Periwinkle Foundation and the Advisory Board of Incarnate Word Academy.

He has provided commentary for leading national and local outlets such as The New York Times, Wall Street Journal, Money Magazine, Investment News, Financial Planner, the Houston Chronicle, and the Houston Business Journal, as well as on radio and television shows.

Joe earned his B.S. in Foreign Service from Georgetown University and his M.B.A. from the University of Texas at Austin. His passion over the past 30 years has been advising business owners and their employees on how to get on the right track for retirement. His experience as a business owner provides him with unique insight into the demands of running a successful enterprise. As an instructor at Rice University, he is constantly sharpening his skills to teach a new generation of financial planners.