A complete list of active advisors currently associated with Legacy Financial

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

Legacy Financial provides customized financial planning and discretionary portfolio management for individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. The firm documents a structured planning process that begins with information gathering, follows with strategy development from a defined menu of investments, and includes monthly monitoring of managed accounts and annual reviews of financial plans. The firm’s investment approach emphasizes long‑term asset allocation, diversification, quality and value, and uses fundamental security analysis to select mutual funds, individual stocks, bonds, exchange‑traded funds, unit investment trusts and options. Legacy Financial accepts discretionary trading authority (while clients retain choice of custodian and may impose investment restrictions), withdraws fees from client accounts with client authorization, and relies on custodial statements for client reporting. Distinctive aspects in the brochure include the principal’s prior experience as a registered representative at broker‑dealers and earlier employment outside finance, which the firm discloses alongside its policies on personal trading in securities it recommends. The firm also identifies Interactive Brokers as a recommended custodian and discloses specific execution cost examples, and it does not exercise proxy‑voting authority for client securities.

To learn more about the advisors currently working at Legacy Financial, 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
Steven Schetrom II	Front Royal, VA	18

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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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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