Founded in 2009, Legacy Wealth, LLC is a Registered Investment Advisor (RIA) firm providing comprehensive financial planning and investment management services. The firm operates on a fee-only basis, emphasizing its role as a fiduciary dedicated to acting in the best interests of its clients, which include individuals, families, and retirement plans. Their mission is to help clients achieve their financial goals through a disciplined, evidence-based, and long-term investment philosophy.

Founded in

United States