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

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

The firm provides discretionary investment management and integrated financial planning primarily for individual and high-net-worth clients, covering areas such as retirement planning, estate planning, tax-aware investment analysis, insurance review, and business planning. It manages client accounts using a written investment policy and uses a third-party service provider for back-office administration and fee processing. Its investment approach emphasizes passive portfolio construction using index mutual funds and ETFs, supplemented by fundamental analysis and due diligence when recommending individual securities or outside managers. Client portfolios are tailored to stated objectives, time horizons, and risk tolerance, and the firm seeks authority to trade and debit fees via a limited power of attorney. A notable and uncommon feature is the principal’s active legal practice and affiliated legal entities that provide estate, elder-law, and trust-related services; the brochure discloses reciprocal referrals between the advisory and legal businesses while noting legal services are separate and billed independently. The principal also holds advanced tax-law training and is licensed to sell life and health insurance, activities the firm discloses as potential conflicts of interest to clients.

To learn more about the advisors currently working at Legacy Wealth Management 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
Reginald Rhodes	Dothan, AL	5

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