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

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

Legacy Wealth Planning provides coordinated financial planning and discretionary portfolio management for individuals, trusts, estates, companies, and charitable organizations, with a focus on taxable and qualified retirement accounts. Its planning services cover budgeting and cash management, investment analysis, risk management, tax planning, and estate planning, and the firm also facilitates preparation of federal and state income tax returns for clients. The firm builds diversified portfolios across six asset classes and combines both passive and active techniques, using fundamental, technical, and cyclical analysis along with proprietary technology to customize allocations to each client’s tax status, goals, and risk tolerance. Portfolios are actively managed with opportunistic trading and tax-aware adjustments intended to pursue risk‑adjusted returns while aligning with client objectives. Operationally, the firm is small and has a single registered advisor but is co‑owned and implements dual oversight, with another principal involved in client reviews — a structure that differs from the common solo‑practitioner model among independents. The brochure also discloses that the firm prepares client tax returns, models estate plans with dedicated software, does not vote client proxies, and includes a prior personal bankruptcy disclosure for a principal, all of which set it apart from many peers.

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