Legacy Partners Financial Group, LLC

Overview

Legacy Partners Financial Group, LLC is an independent registered investment adviser focused on serving individual and family clients with fee-based financial planning and discretionary portfolio management. The firm is registered with the SEC (registration year 2026). Its business model also includes insurance brokerage and the sale of other financial products, and it charges clients by a percentage of assets under management and by fixed fees. Service lines listed by the firm include comprehensive financial planning and portfolio management for individuals, small businesses, and institutional/business clients. The firm is owned by an individual and is structured as a limited liability company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices