516 5th Street,
With A Legacy Since 1982
We prioritize your best interests, providing transparent & unbiased financial services.
Helping our clients build their legacy today, so they will be remembered tomorrow.
What's Your Number?
What are you willing to risk for potential gains?
Your Trusted Fiduciary Partner: Crafting Your Legacy Today.
We are built on strong values and unique points of differentiation, such as the CFA designation held by our President.
Our commitment revolves around a personalization, shaping our core value to create a customized approach for each client. This dedication is evident in the curated content we share, featuring insightful articles crafted by our president.
In the complex landscape of personal finances, understanding key aspects is vital for financial well-being. We believe in empowering individuals with the knowledge they need to make informed decisions. Here’s a list of the top 5 questions everyone should be able to answer about their finances, and if you find yourself unsure, we’re here to help!
“A good man leaveth an inheritance to his children's children”
- Proverbs 13:22
Our team of experts is fully prepared to assess and provide support for any potential investment opportunities you may have.
With over four decades of valuable experience, Legacy Finance is well-equipped to assist you in navigating life's many transitions with ease and expertise.
Transparency. Trust. Integrity. We believe values matter, and we strive to embody these principles in everything we do.