Who We Are - Legacy Advisors

Who We Are


At Legacy Advisors we pride ourselves in building trusting relationships, asking the right questions, crystallizing objectives and creating a plan that reflects what’s most important to our clients.

Each of our associates is a skilled professional with the experience and education to help our clients sort through a variety of difficult issues. We make certain that every aspect of a plan is implemented and take great pride in our process, which is vital to creating and implementing every unique strategy. Our single focus is doing the right things every day to help our clients accomplish their objectives.

Our commitment to our own professional development helps ensure our dedication to maintaining a high level of knowledge and expertise. And our personal commitment is evident in our technical expertise and how deeply we care for our clients and their families.