A complete list of active advisors currently associated with Legacy Advisory Group, Inc

Warmer can help you find a great advisor at Legacy Advisory Group, Inc or one who fits your needs even better.

Legacy Advisory Group Inc is a small independent registered investment adviser overseeing roughly $53 million for about 72 clients, including individuals, high‑net‑worth clients, and pension and profit‑sharing plans. The firm provides ongoing portfolio management, prepares written investment policy statements, and offers access to LPL‑sponsored platforms such as SWM II (a wrap program), OMP, and MWP. The firm typically operates with discretionary authority to implement investment decisions and employs a mix of analytical approaches — charting, cyclical, fundamental, modern portfolio theory, quantitative and technical — alongside long‑term, short‑term and margin strategies. Model portfolios are reviewed by an internal committee and advisors have the ability to tailor those models to individual client objectives. Notable differences from many peers include acting as a wrap fee program sponsor (an uncommon role for a solo independent firm) and visible affiliations with accounting and insurance activities: firm representatives also provide tax preparation and insurance services and there is an affiliated accounting practice. Those cross‑industry relationships and the firm’s work with pension/profit‑sharing (business) clients are disclosed in the brochure and are identified as potential conflicts that the firm documents and says it seeks to manage.

To learn more about the advisors currently working at Legacy Advisory Group, Inc, 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.