A complete list of active advisors currently associated with Legacy Builders Financial, LLC
Warmer can help you find a great advisor at Legacy Builders Financial, LLC or one who fits your needs even better.
Legacy Builders Financial, LLC is a small, state-registered independent advisory firm serving individual and high‑net‑worth clients. The firm provides tailored investment management, comprehensive financial planning with ongoing monitoring, and a short-term financial coaching program for clients needing budgeting and debt guidance. The firm primarily constructs passive portfolios using index mutual funds and ETFs but also employs fundamental, technical, cyclical and charting analysis as part of its investment research and plan-driven recommendations. It routinely refers clients to third‑party managers and has a collaborative co‑advisory arrangement with an independent outside manager that can take discretionary trading authority for model allocations while the firm retains client relationship and monitoring responsibilities. Notably for a solo independent adviser, the firm maintains an affiliation with a third‑party manager under a formal co‑advisory arrangement—a relationship that is uncommon among peers. The firm also integrates multiple institutional platform relationships (including custodial and platform services) and offers bundled planning-and-management engagements and fixed‑fee coaching options, which differentiates its service mix from many similarly sized independent practices.
To learn more about the advisors currently working at Legacy Builders Financial, LLC, 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 |
|---|---|---|
Folsom, CA
| 18
|
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