859-655-5225

Serving Greater Cincinnati

Put Your Treasure Where Your Heart Is

Legacy is an independent financial advisory firm that provides passion-fueled, personal financial guidance to individuals, families, and closely-held businesses in the Greater Cincinnati Area.

Legacy Financial Advisors

The world of financial planning is teeming with ways to misalign your money and your real purpose. Legacy commits to clearing the confusion, uncertainty, and complexity so you can live your passions.

Who We Are

Little content on who we are.

How We Start

Little content on where we begin.

Trust Your Legacy To Our Team

We’d love for you to meet us.

Recognized By

  • Certified Financial
    Planner

  • Chartered Life
    Underwriters

  • Certified Public
    Accountant

  • Financial Planning
    Association

  • International Association of
    Registered Financial Consultants