Founded in 2004, Legacy Partners Advisory, LLC is an SEC-registered investment adviser based in Woodland Hills, California. The firm operates as an independent, fee-only wealth management company, meaning its revenue comes directly from clients rather than commissions from selling financial products. Its mission is to help clients achieve their financial goals through a range of services including investment management, financial planning, retirement planning, and estate planning, acting as a fiduciary to always place clients' interests first.

Founded in

Brazil