A complete list of active advisors currently associated with Legacy Investing & Wealth Management LLC

Warmer can help you find a great advisor at Legacy Investing & Wealth Management LLC or one who fits your needs even better.

Legacy Investing & Wealth Management LLC provides discretionary asset management and packaged hourly financial-advisory services to individuals and to entities such as companies, trusts, estates and charitable organizations. In its brochure the firm reports approximately $708,115 in assets under management across nine client accounts. The firm’s investment approach centers on asset allocation and diversification implemented primarily with low-cost ETFs, periodic rebalancing, liquidity management, and selective use of hedging (options) and tax-loss harvesting. Legacy Investing states it selects investments to minimize tracking error, considers tax implications when rebalancing, and trades on a discretionary basis. Distinctive features include offering portfolio management for institutional clients — a service that is relatively uncommon among independent advisory firms — alongside its individual client work. The firm also offers prepaid, tiered hourly advisory packages (including a youth-focused Bronze package for ages 12–17), limits custody to fee deduction only, and does not exercise proxy voting on client securities.

To learn more about the advisors currently working at Legacy Investing & Wealth Management 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.

Name	Location	Years of experience
Douglas Hayes	Upper Marlboro, MD	4

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