A complete list of active advisors currently associated with Legacy Financial Independent Advisors LLC

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

Legacy Financial Independent Advisors serves individuals, high‑net‑worth clients, families, trusts, estates, businesses and retirement plans, providing discretionary wealth management, financial planning, and retirement‑plan advisory services. The firm manages portfolios using individual stocks, mutual funds, ETFs and bonds and offers ERISA fiduciary oversight and participant education for retirement plans. LFIA’s investment process is primarily long‑term and grounded in fundamental and technical analysis combined with an internal due‑diligence review; the firm typically holds positions for more than a year but may buy or sell shorter‑term to rebalance or meet client cash needs. The advisor may deploy unaffiliated independent managers for portions of client portfolios and conducts initial and ongoing oversight of those managers while acting in a fiduciary capacity. Distinctive features disclosed in the brochure include that the firm, though recently established, manages roughly $484 million of discretionary assets with a six‑adviser team and leadership that includes multiple partners from the same family. The firm maintains an institutional relationship with its recommended custodian that provided launch support, software and reimbursements, and several advisory personnel are licensed insurance professionals who may earn separate commissions; the brochure also notes occasional selection of non‑institutional mutual fund share classes due to custodial or tax constraints.

To learn more about the advisors currently working at Legacy Financial Independent Advisors 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.