A complete list of active advisors currently associated with Legacy Wealth Management Group, Inc.

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

Legacy Wealth Management Group, Inc. provides discretionary investment management, comprehensive financial planning, and consulting to individuals and high net worth individuals, managing about $289.8 million across roughly 963 client relationships with a team of seven advisors. Offerings include portfolio management with written investment strategies, issue-specific or comprehensive financial plans, and limited-scope consulting including assistance related to 1031 exchanges and recommendations regarding Delaware Statutory Trusts. The firm emphasizes customized portfolios informed by asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term purchase strategies, and generally manages accounts on a discretionary basis while permitting clients to impose written investment restrictions. Legacy may recommend or sponsor wrap-fee programs and uses established custodian relationships for trade execution and reporting, including aggregated block trading across client accounts. Distinctive features noted in the firm’s brochure include regulatory disclosure events involving the firm’s owners, documented settlement agreements with FINRA and a state regulator, a circumstance that is uncommon among comparable team firms. The firm is affiliated with related insurance, tax, and life-service entities and discloses that some representatives are licensed insurance agents and tax preparers who spend up to 30% of their time on those activities, a potential source of conflict when commissionable products are recommended.

To learn more about the advisors currently working at Legacy Wealth Management Group, Inc., 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
Mark Boccarossa	Lynchburg, VA	4
Branden Bosch	Lynchburg, VA	12
Jeffery Bruffy	Lynchburg, VA	0
Ronald Dawson	Lynchburg, VA	18
Joshua Stamm	Lynchburg, VA	23
Logan Stamm	Lynchburg, VA	1
Jacob Zody	Lynchburg, VA	3

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