Legacy Financial Advisors, Inc.

EST. AUM
$1,515,563,474

CONTACTS
7

CLIENT ACCOUNTS
3,721

Firm Details

Metro area Cincinnati
CRD Number 158675
Website legacyfinancialadvisors.com
Client types

Overview

Legacy Financial's work will help clients identify and define the key financial goals that are important to them, their family, and their business. The firm will then evaluate their present financial arrangements with regard to their capacity to achieve those goals. As an independent fee-based advisory firm, they welcome conversations around asset allocation and as true financial planners, they enjoy marrying investment and financial planning. They learn from past experiences. They analyze situations. And most importantly, they take the time to educate their clients. Investments can be complex and the firm's goal is to provide objective, unbiased insight and advice. With this in mind, they want to identify four key areas considered integral to their portfolio construction.

Platform Details

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Investment Preferences

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Alternative Activity

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Legacy Financial Advisors, Inc.

Platform Details

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