The Owen Legacy Group operates as a dedicated team of financial advisors under the umbrella of D.A. Davidson & Co., a full-service investment firm founded in 1935. The group focuses on creating long-term, multi-generational financial strategies for its clients, encompassing wealth and retirement planning, investment management, risk management, and legacy planning. By leveraging the extensive resources and research capabilities of the parent company, D.A. Davidson, the Owen Legacy Group aims to deliver personalized and sophisticated wealth management solutions tailored to the unique goals of each client.

Founded in

United States