Legacy Planning Partners, LLC is a Registered Investment Adviser (RIA) founded in 2009. The firm operates as an independent, fee-only wealth management company dedicated to providing fiduciary advice. They specialize in creating customized financial plans that encompass investment management, retirement planning, legacy and estate planning, and tax strategies for individuals, families, and business owners. Their mission is to help clients navigate their financial lives and secure their legacies through a personalized and comprehensive planning process.

Founded in

United States