Legacy Wealth Partners is an independent, fee-only, Registered Investment Advisory (RIA) firm.
We are a professional group that provides cost-effective, unbiased advice, financial planning, and investment management services.
We are proud to be affiliated with the National Association of Personal Financial Advisors (NAPFA), an organization that promotes practices that serve the best interests of our clients. NAPFA members are highly competent, have met stringent certification standards, and operate on an objective fee-only basis. Fee-Only means we don’t receive commissions or other forms of direct or indirect compensation for selling products.
We are also proud to be one of only 135 advisory firms nationwide who are shareholders of National Advisors Trust *. It is a federally-chartered independent trust company established exclusively for the benefit of our clients. National Advisors Trust provides both custodial and trust services within the same institution, enhancing our ability to manage multiple family accounts in a seamless manner.
Through relationships National Advisors Trust has established with many of the nation's leading financial service providers, we can offer alternative investment strategies that go well beyond traditional choices such as mutual funds, stocks, and bonds.
Our practice is open to new clients we feel can benefit from the coordinated services we offer.
If you are looking for a financial advisor who has your best interests at heart, please call. We will set up an initial meeting for the purpose of getting to know each other and explore if a relationship could be mutually beneficial.
There is no charge for this meeting, and you will be under no obligation. Our discussions will be completely confidential.