Legacy Wealth & Retirement Planners
About Legacy Wealth & Retirement Planners
Legacy Wealth & Retirement Planners is an independent, full‑service financial services firm built on a simple belief: investors deserve thoughtful, objective advice and a planning process that puts their goals first.
Over the past several decades, consolidation within the financial services industry has reduced choice and, in many cases, shifted the focus from quality guidance to volume-driven outcomes. We were founded to offer a different experience—one where clients work with an advisor who takes the time to listen, understand, and design strategies aligned with what truly matters to them.
At Legacy Wealth & Retirement Planners, we believe financial planning begins with clarity. We take a deliberate, relationship‑driven approach to understanding our clients’ goals, values, and long‑term vision. Your priorities—what you want your money to do for you, your family, and your future—guide every recommendation we make.
Independence with Institutional Strength
When establishing the firm, our founder was intentional about selecting a clearing firm that shared our commitment to excellence, technology, and client service. We chose LPL Financial as our clearing firm to provide our clients with access to robust resources, advanced technology, and a broad range of financial products and services.
LPL Financial is the nation’s largest independent broker‑dealer, as reported by Financial Planning Magazine (June 1996–2016, based on total revenue). This relationship allows us to combine independent advice with the strength and capabilities of a leading financial services platform—without sacrificing customized solutions.
A Resource for Your Financial Life
We serve individuals and business owners with a wide range of financial planning and investment needs. And when a specific solution falls outside our scope, we leverage our professional relationships to help connect clients with trusted specialists who can assist.
We invite you to contact us with any questions about our firm or the services we provide. We look forward to learning more about your goals and exploring how we can help you plan with confidence.
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