Schedule A Time
To Meet Our Team
Whether you prefer to meet virtually, over the phone, or at our office, we’re excited to hear more of your story and explore how we can help.
Proactive Advice
Values-Based Approach
Integrated Planning
Have a few questions for us?
We totally get it. There are a lot of different financial advisors out there, and sometimes it’s hard to understand how they all work. We’ve got nothing to hide and want to make sure you feel as comfortable as possible before meeting our team.
Yes. We are an independent financial planning firm, meaning we don’t have any proprietary products, sales quotas, or corporate restrictions on our recommendations. We have access to a very broad universe of investment options and we hold ourselves to the fiduciary, which means we always put our clients’ interests first.
Our fees are assessed quarterly as a percentage of your total assets under management.
Yes. Several of our advisors are CFP® professionals and many others hold designations like CLU, CPA, CFA and more.
You don’t! We are a full-service financial planning firm, meaning we help our clients evaluate and implement a full range of financial objectives, decisions and solutions. We employ a values-based approach to our work, making sure we understand what’s most important to our clients before we make recommendations. We won’t know if we’re a mutual fit until we have an introductory conversation to get to know one another.
Many of our clients have accumulated at least $500,000 of assets under management before working with us. At that level of wealth and beyond, there are certain complexities that enter your financial life that require the guidance of an advisor. That said, we’re happy to have a conversation with you regardless of where you stand in your financial journey.
Trust Your Legacy
To Our Team
Our team at Legacy Financial has over 100 years of combined wealth management experience. We pride ourselves in providing ‘hands on’ guidance at the highest level of integrity and confidentiality. As your financial professionals we will leverage our industry-leading resources to assist in keeping you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your financial dreams.
