A complete list of active advisors currently associated with Masters Legacy Planning

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

Masters Legacy Planning serves individuals—including high‑net‑worth clients—as well as business entities, trusts, estates and retirement plans, offering discretionary investment management, financial planning, and retirement plan consulting. The firm also provides standalone planning engagements and additional services such as bookkeeping/bill‑payment support, tax coordination, and management of variable annuity sub‑accounts. The firm implements client strategies through written investment policy statements and ongoing portfolio monitoring, using both internally managed strategies and third‑party model portfolios via Commonwealth Financial Network’s PPS Custom, Select, and Direct platforms. Accounts are allocated across mutual funds, ETFs, individual equities and fixed income, and may participate in wrap‑fee programs or utilize sub‑advisors depending on the program selected. What is noteworthy about the firm is its affiliated insurance activity: a firm representative is a licensed insurance agent and the brochure discloses that insurance commission products may be recommended and annuity sub‑accounts managed, a practice the firm identifies as a potential conflict of interest. Masters Legacy Planning also highlights a close operational relationship with Commonwealth (including administrative services and AUM‑linked arrangements and a disclosed loan related to the Commonwealth/LPL relationship) and offers in‑house tax coordination and other non‑investment services that distinguish its service set from many supported peers.

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