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 serves high-net-worth individuals, families and institutional clients in a multi-family office and wealth management capacity. The firm provides discretionary and non-discretionary portfolio management, financial planning and consulting, real estate consulting, and oversight of third-party managers, managing roughly $178 million in client assets for about 62 clients with a two-advisor team. The firm’s investment process emphasizes a top-down assessment of macroeconomic and market trends combined with client-specific risk profiling using questionnaires and interviews. Portfolios are customized and may include individual securities, mutual funds, ETFs, third‑party managers (many on the Envestnet platform), periodic rebalancing, and tactical shifts to exploit short‑term market opportunities; the firm also monitors illiquid holdings and can build portfolios around them. What distinguishes the firm from many peers is its in‑house accounting capability: a CPA on the advisory team offers tax planning, accounting and consulting services (a relationship the brochure notes can create conflicts of interest when clients are referred for those services, and clients are under no obligation to use them). The firm also incorporates real estate expertise through a licensed real estate professional and a Counselor of Real Estate designation to support real estate allocation and consulting within clients’ overall wealth plans.

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.

You can also browse Legacy Wealth Advisors, LLC's office locations.

Name	Location	Years of experience
Elizabeth Flores	Santa Cruz, CA	23
Edwin Ryu	San Jose, CA	26

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