Founded in 1997, Legacy Wealth Management, Inc. is an independent Registered Investment Advisor (RIA) committed to a fiduciary standard. The firm provides comprehensive, fee-only financial planning and investment management services, focusing on creating personalized strategies to help clients achieve their long-term financial goals. They emphasize a disciplined investment philosophy and a client-centric approach, aiming to provide clarity and confidence in financial decision-making.

Founded in

United States