A complete list of active advisors currently associated with Legacy Wealth Management, LLC
Warmer can help you find a great advisor at Legacy Wealth Management, LLC or one who fits your needs even better.
Legacy Wealth Management provides comprehensive financial planning and portfolio management to a mix of individual and institutional clients, including trusts and a small number of state and municipal government entities. Services are delivered on a fee-only basis and include discretionary management across mutual funds, ETFs, individual bonds, and select alternative or limited-liquidity strategies, with the firm occasionally recommending sub‑advisers for portions of client portfolios. The firm uses a team-based client service model—each account is assigned to a multi-person team that coordinates planning, portfolio management, trading and reporting—and employs globally diversified, asset-allocation driven portfolios that combine active and passive funds. Portfolio construction relies on institutional-quality investments available through major custodial platforms and regular monitoring and rebalancing guided by an Investment Committee and periodic client reviews. Compared with many peers, Legacy’s client mix notably includes state and municipal government clients, and it routinely uses a dedicated sub‑adviser program for individually managed bond portfolios (with a preferential sub‑advisory arrangement). Legacy is also employee‑owned through a financing arrangement with Emigrant Partners that supports dispersed ownership, and it formalizes custodian selection and trade oversight through a Best Execution/Best Custody Committee to manage potential conflicts arising from platform relationships.
To learn more about the advisors currently working at Legacy Wealth Management, 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 Management, LLC's office locations.
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