A complete list of active advisors currently associated with Future Path Financial Planning

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

Future Path Financial Planning, a d/b/a of Legacy Growth Wealth Management LLC, is a fee-only independent adviser that serves individual and high-net-worth clients. The firm provides discretionary investment management exclusively through a wrap fee program and also offers both initial and ongoing financial planning engagements. The firm establishes individualized investment policies and implements portfolios using a blend of asset-allocation, passive and active strategies, and fundamental, technical, and cyclical analysis consistent with modern portfolio theory; accounts are reviewed on a regular (quarterly) basis and clients may impose reasonable written restrictions. Financial planning services are offered as standalone initial plans or ongoing memberships, and the firm ties its planning membership operationally to advisory services by offering members a reduced wrap fee to avoid duplicative charges. Noteworthy aspects include operating solely as a wrap-fee sponsor while also disclosing predecessor and hypothetical performance in its materials, practices that are uncommon among peers. The firm is a recently formed, solo-practitioner practice managing a modest amount of client assets for a small client base, and the brochure notes the principal holds an insurance license but the firm states it is not affiliated with insurance companies and does not sell insurance products.

To learn more about the advisors currently working at Future Path Financial Planning, 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.