A complete list of active advisors currently associated with New Legacy Financial Group, LLC
Warmer can help you find a great advisor at New Legacy Financial Group, LLC or one who fits your needs even better.
New Legacy Financial Group serves individuals, families, trusts, estates, small businesses and pension/profit-sharing plans with a mix of holistic financial planning, project-specific reviews, ongoing investment management, and retirement plan consulting. Services cover cash flow and tax planning, estate and risk management, business development, and education funding alongside investment recommendations. The firm provides investment advice and implements trades only with client authorization, maintaining a non-discretionary practice and reporting $67,065,000 in non-discretionary assets as of 2/28/26; clients must approve each transaction or sign a limited power of attorney for execution. Portfolios are constructed around strategic asset allocation using primarily no-load mutual funds and exchange-traded funds, combining passively managed index funds and select actively managed funds to reflect clients’ tax, risk tolerance and goals. Distinctive features include an explicit retirement plan consulting service for plan sponsors that covers investment policy development, fund selection, performance monitoring and participant education, in addition to serving individual clients. The firm operates on a fee-only basis, does not accept commissions, and its principal holds both CFA and CFP credentials, supporting an advisor-led, planning-focused model with structured annual retainer options for comprehensive engagements.
To learn more about the advisors currently working at New Legacy Financial Group, 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.
Name |
Location |
Years of experience |
|---|---|---|
Smithville, OH
| 16
|
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