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

Retirement Answers From Experts You Can Trust

For many, retirement is a goal. We don’t look at it that way. To us, it’s simply the next chapter, and one that needs to be navigated carefully.

From a financial standpoint, you’ll be faced with plenty of decisions. Some won’t be hard, but others will be overwhelming. Planning for healthcare, accessing retirement plans, and creating a tax-efficient income stream are just a few of the topics we’re prepared to handle. We have the tools and the talent to guide you through Medicare, Social Security, and investment decisions all retirees need to address to fully realize the stress-free retirement they deserve.

Legacy is different. No slick salespeople, just sound advice that will impact your family for generations.

Lean on us for your biggest decisions around:

Retirement plan rollover strategies
Smart tax planning
Creating a retirement income stream
To convert or not to convert to a Roth IRA

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.