A complete list of active advisors currently associated with Legacy Wealth Advisors, LLC

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

Legacy Wealth Advisors offers personalized financial planning and investment management to individuals, businesses and retirement plans, and facilitates placement with third‑party money managers when appropriate. Services described in the brochure include written financial plans, cash‑flow and tax considerations, insurance review, estate planning recommendations, and both discretionary and non‑discretionary portfolio management. The firm’s investment approach emphasizes asset allocation and diversified portfolios using mutual funds, ETFs, bonds, equities and REITs, with ongoing monitoring and periodic client reviews. It may engage third‑party managers or implement investment policy statements for clients, and provides retirement plan consulting that includes ERISA Section 3(21) services such as investment recommendations, performance monitoring and participant/committee education. What distinguishes the firm from many peers is the managing member’s cross‑disciplinary roles: he is a licensed CPA, a licensed insurance agent and a licensed real estate agent, and the firm discloses the potential conflicts those activities create while noting clients are not required to use those services. The combination of accounting credentials, licensed insurance and real estate activities plus explicit retirement‑plan education and consulting, together with a modest asset base and a small number of client relationships, results in a practice focused on individualized, multi‑service client work rather than scale.

To learn more about the advisors currently working at Legacy Wealth Advisors, 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
Leroy Tanker	Tucker, GA	25

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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.

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