A complete list of active advisors currently associated with W. V. Legg Financial Management LLC

Warmer can help you find a great advisor at W. V. Legg Financial Management LLC or one who fits your needs even better.

W. V. Legg Financial Management LLC provides portfolio management and pension consulting services to individual investors and a limited number of corporate and employee benefit plan clients, including pension and profit-sharing plans. The firm manages roughly $22.8 million on behalf of a small client base and offers personalized financial planning as an adjunct to its portfolio services. The firm delivers advice on a non-discretionary basis, tailoring portfolios to client objectives and using an asset-allocation approach that emphasizes mutual funds and ETFs while employing both fundamental and technical analysis. For plan clients it provides plan-level consulting — including fund selection, ongoing performance monitoring, and participant education — and typically conducts periodic account reviews and rebalances as circumstances change. What is distinctive about the firm relative to many small independent advisers is its explicit focus on pension consulting and work with corporate plan sponsors, including disclosures and processes tied to ERISA requirements for plan fiduciaries. The firm also combines a client-directed, non-discretionary model with an adviser background in institutional portfolio management and CFP credentialing, a mix that is less common among peers of similar size.

To learn more about the advisors currently working at W. V. Legg Financial 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.