A complete list of active advisors currently associated with Legacy Finance Group LLC
Warmer can help you find a great advisor at Legacy Finance Group LLC or one who fits your needs even better.
Legacy Finance Group LLC provides portfolio management, financial planning and consulting, and portfolio monitoring to small businesses, individuals, and high‑net‑worth individuals. Its advisory services span discretionary asset management using ETFs, mutual funds, individual stocks and bonds, as well as written financial plans covering retirement, estate, tax, education, real estate analysis and other specialized planning topics. The firm describes an investment process that combines fundamental, technical and cyclical analysis and employs both long‑ and short‑term purchase strategies, with account reviews at least quarterly and periodic rebalancing. It delivers individualized portfolio management on a discretionary basis and a consultative monitoring option, while financial planning engagements are offered on hourly or flat‑fee terms separate from asset‑based advisory arrangements. Noteworthy aspects of the brochure include the firm’s explicit work with high‑net‑worth clients and its practice of selecting or referring other advisers and specialists (accountants, attorneys and niche consultants) as part of implementation. The firm also documents participation in custodian‑sponsored educational events and practice‑support programs and offers atypical planning services such as cost‑segregation and corporate‑structure consulting for clients.
To learn more about the advisors currently working at Legacy Finance Group 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 |
|---|---|---|
Columbia Station, OH
| 0
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