Legacy Financial Independent Advisors

EST. AUM
$484,012,911

CONTACTS
2

CLIENT ACCOUNTS
2,614

Firm Details

Metro area Louisville
CRD Number 324258
Website legacyfia.com
Client types

Overview

Legacy Financial is an SEC Registered Investment Advisor that specializes in providing comprehensive advice on personal finance matters, including investments, taxation, and estate planning. Based in Louisville, Kentucky, this locally-owned partnership has its roots in a family business established over 40 years ago by Bruce McCrea, who began his financial career at Merrill Lynch. After collaborating at Prudential Securities, Bruce and Sheree Bollinger founded the McCrea-Bollinger Group at First Kentucky Securities to enhance client service. The partnership expanded in 2010 when Bruce's sons, Chris and Bryan, joined, followed by TC Falkner in 2018. All partners actively serve as investment managers, ensuring that clients' investments are managed locally. With a combined experience of 100 years, they offer a proven planning process and personalized portfolios tailored to individual goals and lifestyles. Each financial plan is meticulously crafted to align with clients' specific objectives, current investment strategies, and risk tolerance.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Legacy Financial Independent Advisors

Platform Details

Investment Preferences

Alternative Activity

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