Since 1982, Legacy Wealth Management’s approach to financial planning and portfolio management comes from experience and knowledge as an independent registered investment advisory firm.

We customize the coordination of Financial Planning and Portfolio Management to achieve client-specific financial and life goals.  “Because Financial Security Doesn't Just Happen”

Firm Overview
Independent, fee-only Financial Planning and Portfolio Management since 1982
Employee-owned firm compensated solely by client fees, not by commissions
1500+ clients nationwide (across 34 states)
$2.7+ billion under management
98% client retention ratio (past 5 years for clients over our minimum)

Legacy Wealth Management, LLC

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Legacy Wealth Management, LLC

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Teams

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