Why Legacy?
When I opened the doors of Legacy Financial Strategies in May 2000, it was conceived with a desire to be the “Chief Financial Officer” for the family, focusing on individual private clients and business owners.
As “CFO,” the goal is to take the financial anxiety away from our clients, so they can better spend time enjoying their lives.
When you become a client of Legacy Financial Strategies, no problem is too difficult and no detail is too small when it comes to meeting your needs.
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.
Michael Lutz
Founder/Principal/CEO/Certified Financial Planner™
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.