Legacy Planning Joins HUB Int’l, Retains Commonwealth Affiliation

Legacy Planning Partners announced that it has been acquired by HUB International, joining its HUB Retirement and Private Wealth platform and further bolstering HUB’s presence in Pennsylvania.

In a statement, Legacy said that it will retain its team upon joining HUB and will continue providing brokerage and advisory services through its previous affiliation with Commonwealth Financial Network. The partnership is the latest among recent acquisitions of HUB’s private wealth network, increasing its total AUM to $172B, according to wealthmanagement.com

Legacy was founded in 1999 by Jan Graybill, who serves as managing partner. The move includes partners and senior advisors Matthew Kulp, Kevin Donahue and Robert Wermuth, and the rest of Legacy’s 31-member team. The firm specializes in business owner advisory and retirement planning with offices in Horsham, Allentown, and West Chester. Legacy Planning Partners reportedly manages approximately $1.9B in client assets.