We provide expert financial advice for businesses and individuals, including a FREE Ballpark Valuation for Business Owners
About Us
As your advisor, we will create a holistic plan that will address both your personal financial needs and those of your business.
Your personal finances are inextricably linked with your business and decisions regarding one will impact the other. It is very common for a majority of your personal wealth to be tied up in your company. We’re here to help you achieve your financial goals utilizing your company as the significant asset that it is.
We work with individuals and families in all phases of life.
We know that financial management is much more than handling your assets, and we’re with you every step of the way. We work with individuals and families in all phases of life. Whether you’re a young professional, part of a growing family, or retired, we have the experience and tools to help you achieve your goals.
Our primary goal is to simplify your financial life.
Our professionally-credentialed advisors combine investment management and holistic planning to provide total wealth management for our clients. Together, we’ll construct a financial game plan and investment strategy to meet your goals, and give you greater confidence in your future.
Making Smart Financial Decisions
At Legacy Financial Advisory, we pride ourselves on helping you make smart financial decisions throughout every stage of your life and career. Our wealth management strategies are expertly designed to grow and evolve with you, wherever you are on your financial journey.