A complete list of active advisors currently associated with Legacy Partners Financial Group, LLC
Warmer can help you find a great advisor at Legacy Partners Financial Group, LLC or one who fits your needs even better.
Legacy Partners Financial Group provides discretionary investment management, comprehensive financial planning, and retirement plan services to individuals (including high-net-worth clients), pension and profit-sharing plans, and corporate entities. The firm also works with employers to establish and manage company-sponsored retirement plans and serves as an ERISA 3(38) fiduciary manager for plan assets. The firm implements model portfolios grounded in Modern Portfolio Theory and focuses on capital appreciation through diversified allocations across stocks, bonds, mutual funds, REITs and other non-proprietary vehicles. Investment decisions draw on a mix of fundamental, technical, cyclical and charting analysis, with ongoing supervision and periodic rebalancing; the firm reports managing approximately $95 million for roughly 140 client relationships. Distinctive features include the principal’s activity as a licensed insurance agent who sells life, disability and annuity products through a separate practice and the firm’s disclosure that it engages in other financial product sales — activities that are relatively uncommon among similar supported firms and that generate commission-based compensation separate from advisory fees. The firm also operates affiliated college-planning businesses that offer workshops and one-on-one counseling, which is an additional service line not typical for many peers.
To learn more about the advisors currently working at Legacy Partners Financial Group, 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 |
|---|---|---|
Woodstock, GA
| 27
|
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