Invest in what matters
We’re Independent
Wouldn’t you like to know the solution that was recommended to you was actually the best idea? Our independent structure insulates you from the practice of being recommended a product simply because that sponsor paid someone. We are completely platform and product agnostic, accepting no soft dollars or attachment revenue.
Fee Transparent Fiduciaries
We understand that fees diminish your account’s future potential, so we make it our mission to provide the best value. Some investment solutions require a transactional relationship, we are by-and-large fee-based, where fees are transparently shown on every performance statement.
Risk Models
You should be rewarded for the risk you take and protected from the risk you don’t. Risk tolerance is the starting point for any investing. Legacy Financial Advisors makes it a priority to assess your risk preference before building an investment plan for you.
