Sound Advice.
Lasting Impact.

Fiduciary guidance leveraging teamwork, tax-efficient strategies and in-house specialties to bring ‘someday’ closer.

Putting Your Interests First

At Legacy Financial Strategies, our top focus and priority is providing services that center around our clients’ needs.

Our experienced financial advisors and support staff are driven by a genuine commitment to empowering you with financial planning and investment strategies that help you pursue your version of financial independence.

Each team member is responsible for consistently upholding our standards of excellence to deliver superior service to you and your family.

Meet Our Team

How Our Services Benefit You

At Legacy, we pride ourselves on being more than just financial advisors; we’re your trusted partner and financial advocate. Whether through our sophisticated planning and investment strategies or being there to listen, we’re here for you; that’s our greatest achievement.

1. FINANCIAL PLANNING

We’re passionate about planning because we know that good planning brings real confidence. When you work with a fiduciary advisory firm like ours, that confidence can make a positive difference for your family for generations to come.

2. INVESTMENT MANAGEMENT

We steer clear of fleeting investment fads. Instead, we rely on proven investment methods that have stood the test of time, shaped by our extensive experience and historical success. Our investment committee is driven by discipline and experience, not fear or greed.

3. EMPLOYER SERVICES

Offering a 401(k) plan is just the beginning. We further support and educate your employees, add genuine value to your benefits program, and help everyone involved feel more secure about their future.

AS FEATURED IN:

Stay Updated On The Latest Financial Trends From Our Team

Unlocking the Power of Investment Tax-Loss Harvesting

As the year draws to a close, many investors are reviewing their portfolios to ensure they’re optimized for the year ahead. One often overlooked but...

New Retirement Plan Contribution Limits Announced for 2025

If you are aged 60-63, you can now contribute $34,750 to your 401(k), 403(b), or 457 plan. The IRS has announced significant changes to 401(k)...

Elevate Your Charitable Strategy: Clumping Gifts with Donor-Advised Funds

Introduction: A Smarter Way to Give: Charitable giving is a meaningful way to support the causes we care about while potentially reducing tax liability. However,...

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.

Schedule a Complimentary Conversation

Sound Advice.
Lasting Impact.

Putting Your Interests First