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.

Financial Planning
Financial Planning
- Many wealth management companies are content to print off some pages from their software and sell it as a financial plan. Don’t entrust your dreams to a machine.
  
  Our advisors limit their clientele so they can meet with you for a lifetime and align your financial plan with your heart.
Insurance
Insurance
- We believe that the financial advising industry hurts clients by ignoring the insurance planning process.
  
  Since insurance is central to your financial world, we provide a complete insurance analysis that leads to the best solution with zero bias and the negotiating power of one of the largest insurance buying groups in the country.
Investments
Investments
- As an independent fee-based advisory firm, we provide unbiased investment advice.
  
  For the same fee that others charge to allocate assets, we include financial planning, retirement and estate planning, insurance analysis, and an online portal that illuminates your entire financial picture.

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:

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