A complete list of active advisors currently associated with Legacy Financial Advisors
Warmer can help you find a great advisor at Legacy Financial Advisors or one who fits your needs even better.
Legacy Financial Advisors provides financial planning, discretionary and non-discretionary investment management, retirement plan advisory, and business consulting to individuals, families, trusts, retirement plan sponsors, and business entities. The brochure describes comprehensive and modular financial plans, implementation support for investment recommendations, ERISA-focused services for plan sponsors, and separate consulting agreements for business engagements. The firm describes a disciplined, goals-based investment process using strategic asset allocation, diversification, periodic rebalancing, and methods such as fundamental analysis, Modern Portfolio Theory and sector rotation, with monthly internal portfolio evaluations and at least annual client reviews. Legacy offers both discretionary and non-discretionary arrangements, may utilize independent managers, and provides an account-aggregation technology platform to consolidate client financial information. Noteworthy aspects include a small two-advisor team with a limited client base and a recent expansion to include Retirement Plan Advisory Services, which the ADV lists as a material change; the initial filing also reported zero regulatory AUM, reflecting the firm’s recent formation. Compared with many supported peers that primarily serve broad retail or high‑net‑worth individual households, Legacy places evident emphasis on retirement plan fiduciary work and business consulting and discloses a custodial relationship with a major custodian that provides research and technology benefits.
To learn more about the advisors currently working at Legacy Financial 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 |
|---|---|---|
Towson, MD
| 4
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")