Legacy Wealth Advisors
Information by Research TrustFinance
Legacy Wealth Advisors is an independent Registered Investment Adviser (RIA) firm based in Overland Park, Kansas. The company operates on a fee-only basis, meaning it is compensated solely by its clients and does not accept commissions, ensuring its advice is aligned with the clients' best interests under a fiduciary standard. Their services are designed for high-net-worth individuals, families, and business owners, encompassing financial planning, investment management, tax planning, estate planning, and retirement strategies. The firm emphasizes a long-term, disciplined approach to wealth management and building lasting client relationships.
United States
Industry
- Wealth ManagementPRIMARY
- Other Service
Financial