859-655-5225

Serving Greater Sarasota, Florida

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 Sarasota, Florida 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.

Committed To Florida

Our state will always attract tourists and temporary guests, but Legacy is here to stay.

Where We Start

We provide visibility into exactly where all your money stands, every day, on a single pane of glass.

We are Connected

As independent registered investment advisors, we build your solutions with an open architecture. That means we take advantage of, but do not limit ourselves to, the relationships below:

  • fidelity logo
  • jp morgan logo
  • blackrock logo
  • wellington management logo
  • ishares logo
  • goldman sachs logo

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