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 portfolio management and financial planning primarily to individuals and family groups, including high-net-worth clients, and also accepts institutional clients such as corporations, foundations, and endowments. Services are offered on both a discretionary and non‑discretionary basis and the firm typically provides financial planning in conjunction with investment management rather than as a stand‑alone offering. The firm follows an in‑house fundamental analysis process and implements a long‑term, conservative growth strategy that constructs portfolios largely from individual securities (including domestic equities, American Depositary Receipts, fixed income and cash equivalents) rather than relying on model portfolios. Research emphasizes identifying thematic opportunities “before they hit the headlines,” favoring profitable, industry‑leading companies with sustainable revenue and earnings growth and careful scrutiny of earnings quality and intangible assets, while limiting reliance on external Wall Street research. Notable differences from many peers include a relatively large asset base managed by a small advisor team and a modest client roster, producing highly customized, account‑level portfolios and enabling the firm to act as a sub‑advisor to other advisers. The brochure also discloses operational features clients should note: use of institutional custodians (Pershing and Schwab) with occasional execution through other broker‑dealers for fixed income, delivery of services via firm software, and a policy of not voting client proxies (custodians typically forward proxy materials to clients).

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.