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