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

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

Legacy Partner Group provides fee-based, discretionary portfolio management and custom investment services to high‑net‑worth individuals, trusts, estates, charitable organizations, corporations and institutional clients, overseeing about $85 million in discretionary assets across roughly 104 client relationships. The firm is a state‑registered independent advisory practice formed in 2025 and tailors portfolios to client objectives through written investment agreements. The firm’s investment approach emphasizes a tactical allocation strategy using fundamental and cyclical analysis to manage risk and seek improved performance, employing a wide array of securities and occasionally using margin or cash positions as hedges. Accounts are managed on a discretionary basis, reviewed at least quarterly or upon material client changes, and fees are billed on a blended, asset‑based schedule deducted quarterly in advance. Distinctive features include the acceptance of institutional clients alongside private clients and an absence of lower‑net‑worth individual retail clients, a client mix that is uncommon among similar solo independent advisers. Legacy uses an institutional custody and execution relationship with Schwab for trade execution and back‑office support and discloses a resolved industry censure from the mid‑1990s in its regulatory history.

To learn more about the advisors currently working at Legacy Partner 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.