Legacy Financial Partners, Inc. is an independent wealth management firm that offers integrated financial services to individuals, families, and business owners. Their stated mission is to help clients achieve financial independence through professional advice, sound risk management, and personalized service. The firm specializes in comprehensive financial planning, investment management, tax strategies, and estate planning. They operate as an independent entity, with securities and investment advisory services offered through Kestra Investment Services, LLC and Kestra Advisory Services, LLC, respectively.

Founded in

United States