859-655-5225

Michael Maisel

Managing Principal

We live by the Legacy L’s: Lifelong Relationships, Long Term Commitments, Lean on us, Lay the Foundation, Live your passions, Local, Leading Edge, Launch your Legacy.

859-655-5246
Michael Maisel

Get To Know Michael

Mike believes the key to our business is building strong and lasting relationships. As our leader, he teaches us about compassion, not only for our clients, but also for each other.

Personal Finance Experience & Education

Michael is in his 18th year in the financial industry. He began his financial planning career with Lincoln Financial Advisors. In 2003 Lincoln recognized him as their “Most Outstanding Young Planner of the Year.” Michael has also earned designations as a Registered Financial Consultant (RFC) and Wealth Management Specialist (WMS). Michael is a Registered Representative through Triad Advisors, Member FINRA/SIPC and an Investment Advisor Representative through Legacy Financial Advisors, Inc.

Michael graduated from Miami University in 1989 with a B.A. in business marketing where he was awarded the Business School’s “Student of the Year” as well as the “President’s Distinguished Student” award while he also played Varsity Basketball. . He also has a Masters in Theology from Fuller Theological Seminary. Michael is on the board of directors for the “Anthony Munoz Foundation”. Michael and his wife, Lisa, have two girls and two boys and reside in Wyoming, Ohio.

Recognized By

  • Certified Financial
    Planner

  • Chartered Life
    Underwriters

  • Certified Public
    Accountant

  • Financial Planning
    Association

  • International Association of
    Registered Financial Consultants