Founded in 1999, Legacy Advisors, LLC is an independent, fee-only financial planning firm that operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. The company specializes in creating personalized financial plans and managing investment portfolios to help clients achieve their long-term goals, such as retirement, estate planning, and wealth preservation. Their approach integrates all aspects of a client's financial life to provide a holistic and coordinated strategy.

Founded in

United States