LEGACY PARTNERS FINANCIAL GROUP, LLC

Overview

Legacy Partners Financial Group, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients and positions itself as a fee-based planner and portfolio manager, using both percentage-of-AUM and fixed-fee billing. Its advisory scope includes financial planning and discretionary portfolio management for individuals, small businesses and institutional clients. The firm also operates as an insurance broker and sells other financial products, which aligns with its use of annuities in client solutions. Investment activity is equity‑centric: the firm shows a clear preference for exchange‑traded equities and ETFs, which make up the bulk of its managed assets. Portfolios appear to be managed on a discretionary basis across the client base, with a focus on liquid, exchange‑traded instruments supplemented by mutual funds and insurance products where appropriate. Legacy Partners is not marked as an active ESG investor and is not identified as a multi‑state adviser or capital allocator.

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Location & Offices