About Us

Helping Build Your Legacy

Since our founding in 2000, the mission has been the same: to provide sound fiduciary guidance without the cold, impersonal feel that the large call center firms offer.

Nothing matters more to us than your trust and the confidence you place in our capabilities. We strive to be worthy of that trust every day.

You deserve guidance without the product sales incentive and absolute faith in the team you entrust your life savings to. We’re proud to have the resources and the people to earn that trust. We believe that the personal relationship and trusted partnership we form with each of our clients is precious and based on merit.

Because Transparency Matters

Who you hire to oversee your wealth is one of the most critical decisions you can make for you, your family, or your business. We understand the challenges you’ve faced to achieve your success. We’re here to listen to those challenges and provide choices to get you to where you’re going, not lectures about budgets and investing mandates.

At Legacy, clients find we’re more than just a Registered Investment Advisor; instead they think of us as their financial steward. As fee-only fiduciaries, your best interests are at the heart of every decision we make.

Our compensation is unrelated to the types of securities or investment products you utilize. Instead, our fees only increase when your account balances grow. This alignment of interests is the cornerstone of our partnership.

Transparency practiced

Let’s See if We’re the Right Fit

Our first meeting is more of a friendly conversation than a formal consultation. It’s a chance for us to get acquainted and for you to share a bit about yourself. And we promise….we won’t use confusing financial jargon.