Founded in 2006, Legacy Advisors, LLC is an SEC-registered investment adviser based in Plano, Texas. The firm operates under a fiduciary standard, committed to providing objective and unbiased financial advice. They offer a comprehensive suite of services including investment management, retirement planning, estate planning, risk management, and tax strategies. Their approach is team-based, utilizing the collective expertise of their professionals to create integrated and customized wealth management solutions for a clientele of high-net-worth individuals, families, and institutions.

Founded in

United States