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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.


 
11011 King Street, Suite 280
Overland Park, KS  66210
Phone 913-338-4530   Fax 977-335-9345

Material presented on this website is believed to be from reliable sources and we make no representations as to its accuracy or completeness. Links to other sites endorsing an investment should not be construed to be a recommendation of that investment by Legacy Wealth Partners, LLC.  All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee-Only financial planning and investment advisory services are offered through Legacy Wealth Partners, LLC, a registered investment advisory firm in the state of Kansas and Missouri.

The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to residents of any state other than the state of Kansas and Missouri, or where otherwise legally permitted.


©2014 Legacy Wealth Partners, LLC. All rights reserved.