A complete list of active advisors currently associated with Legacy Financial Group

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

Legacy Financial Group serves individuals, high‑net‑worth clients, families and retirement plans with discretionary and non‑discretionary investment management, financial planning, pension consulting, and divorce‑related financial consulting. The firm also offers financial education services, including employer and classroom presentations. The firm describes itself as a “total portfolio” manager that uses an active, diversified approach and develops written investment policy statements to tailor portfolios to individual objectives. Its primary strategy emphasizes long‑term purchases, supplemented by fundamental and technical analysis and, when appropriate, referrals to third‑party investment managers. Distinctive features disclosed in the brochure include that several investment adviser representatives are also registered representatives of a broker‑dealer and may recommend commissionable products; the firm notes this dual registration, the resulting conflicts and that commissions do not exceed 50% of revenue and are not charged to fee‑based clients. Legacy is under common ownership with LFG Tax & Accounting, LLC and LFG Insurance Services, LLC, and the brochure details referrals to those affiliated tax and insurance entities as well as paid financial education programs and the potential for complementary tax services for larger client relationships.

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