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

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

Legacy Wealth Partners, LLC provides financial planning, discretionary portfolio management, retirement‑plan consulting, and insurance brokerage services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and business entities. The firm operates as a multi‑advisor team managing roughly $646 million in discretionary assets and serves both individual and institutional plan clients. The firm takes a tailored, discretionary approach, combining internal fundamental, technical, and cyclical analysis with model portfolios and third‑party sub‑advisers; it offers strategies that can include direct indexing, options, and margin where appropriate. Legacy Wealth also helps clients arrange and consider securities‑backed lines of credit and documents the use of AI tools for certain processes, while conducting ongoing portfolio reviews and rebalancing. What is distinctive about Legacy Wealth is its documented use of derivatives and borrowing within separately managed accounts—practices that are relatively uncommon among peer team firms—and its operation as an insurance agency with licensed representatives who may receive insurance commissions. The firm’s advisory staff also includes registered representatives of a broker‑dealer and it delegates trading and model management to established sub‑advisers (for example, Parametric and AssetMark), creating a blend of advisory, brokerage, and insurance activities that may give rise to conflicts of interest clients should understand.

To learn more about the advisors currently working at Legacy Wealth Partners, 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.