Fiduciary advice. Not some of the time. All of the time.

Give your employees access to true consultants, not salespeople.

Your 401(k) plan is more than just a retirement plan. It’s your employees’ future.

If your company has matured to the point where you can no longer be the lone point person for employees’ financial questions, we’d love to show you what a partnership with a true fiduciary looks like. Through our open-architecture, independent retirement plan platform, we’ll find the plan that meets your unique needs. And as fee-only advisors, we’re incentivized to match you with the best provider for you, not us.

Unlike most retirement plan advisors, it doesn’t stop there. Our corporate clients have access to our stable of CERTIFIED FINANCIAL PLANNER™ professionals from our private wealth team. So when employees have questions around financial planning topics, we’ve got you covered.

Some of the benefits Legacy’s corporate retirement plan clients can expect include:

Access to a team of wealth management professionals for financial planning questions that arise
The capability to run educational workshops as needed around financial topics of your choice
Access to the "Futureproofed" offering for companies with over 500 employees
Annual fiduciary "benchmarking" of your retirement plan and proposals for your investment or retirement committee as needed

Our goal is to develop a personal relationship with each of our clients and to become a trusted partner through the challenges and journey of life.

Mike Wren, CFP^®

CEO/Principal/Advisor

Chat with us for free on your terms.

We typically work with clients who have over $500,000 in investable assets. If you’ve achieved this milestone, we’d love to meet you.

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Our Commitment

As independent fiduciaries, our goal is to alleviate financial anxiety so clients can focus on enjoying their lives

Our goal is to develop a personal relationship with each of our clients and to become a trusted partner through the challenges and journey of life.
Perhaps the most important thing we can do as financial advisors is to communicate with our clients, whether news is good or bad, or the markets are up or down. Our responsibility is to stay in contact and to coach clients through difficult times.
At Legacy, we are more than just your money manager; we're trusted consultants offering objective advice in your best interest.

When you become a client of Legacy, you'll experience the peace of mind that comes from knowing someone is on top of the technicalities that contribute to your financial failures and successes. You'll sleep well knowing the answers are just a quick call or email away, and you'll never wonder when you'll hear from your advisory team next. Each year, your pre-scheduled meetings will be reserved with only you in mind. That's the difference working with a true partner can make.

If you’d like to see how our expertise and personal commitment could help you secure your financial future, we invite you to schedule a complimentary initial consultation. There’s no obligation. We look forward to getting acquainted.

Mike Wren CEO

Our Values

Dependability

Collaboration

Growth

Impact

Learn more about our values.

Meet the Team

Our people are the foundation of our client-centric approach and advisory model.

Our financial advisors and staff are passionate about helping people successfully manage their financial lives and building solid relationships with our clients. Everything we do is grounded in our core values, investment philosophy and mission of making a difference. We count on each team member to consistently deliver high quality service and demonstrate the value of our principles and philosophy.