Legacy Financial Advisors

Legacy Financial Advisors LLC is a fee only financial planning and investment advisory firm that provides these services on an hourly basis. Portfolios are constructed on an individualized basis, looking at all accounts with attention to cost efficiency, tax efficiency and long term performance. There are no minimums. Clients return for portfolio rebalancing and as needed for financial planning issues. Advice is offered for selection of retirement plans and investment offerings within plans. Each year fewer new clients are accepted.