About Our Firm

Legacy Financial Advisors, LLC is a wealth management firm dedicated to comprehensively helping clients prepare for and transition to retirement confidently – with less risk and in less time.

Customized solutions are implemented to address the five main retirement risks:

 

Clients appreciate and value working with an advisor having:

 

The Legacy process is supported by our partnership with a best of class broker-dealer, First Allied Securities, and our clearing firm, Pershing LLC – providing our clients access to the complete spectrum of securities, alternative investments, risk management tools, and cutting edge/ modern portfolio management systems.  Exceeding expectations is our guiding principal.

 

Which type of retiree will you be?  There are four types of retirees:

 

First Allied……………………………………………………….$22 Billion , 1,000 advisors, 500 branches, Established 1994

Pershing, LLC, a BNY Mellon company………………$27.9 trillion under custody and administration