A complete list of active advisors currently associated with Legacy Advisors

Warmer can help you find a great advisor at Legacy Advisors or one who fits your needs even better.

Legacy Advisors provides long-term portfolio management, retirement planning, and ongoing financial planning to individuals, families, small businesses, and trusts. The firm manages roughly $475,700 across a very small client base and also offers account consolidation assistance and small-business investment account support. The firm describes a long-term, risk-aware investment approach that uses ETFs, mutual funds, bonds, individual stocks, and options strategies (including for concentrated single-stock positions). Although Legacy Advisors offers discretionary management, the brochure indicates a primary portion of its assets are handled on a non-discretionary basis and financial planning is included at no additional charge. Noteworthy features include the Mountaineer Dividend program, a discretionary community reinvestment plan that may allocate up to 10% of the firm’s operating profits to eligible West Virginia residents and registered in-state businesses based on AUM and months of service. The firm also discloses unusually low West Virginia account minimums and that its managing member maintains unrelated retail employment, reflecting a very small, locally focused practice.

To learn more about the advisors currently working at Legacy Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Micah Mysiuk	Summersville, WV	3

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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