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Establishing Your Purpose

Helps Define the Road Ahead

Experience the Legacy Difference

Trust and Empathy

Values Based

Experienced Professional Advice

Guidance and


Our Purpose

Legacy Financial Group was established with one mission: to help our clients align their financial goals with what they value most. Our experience has taught us that it is not about how much you accumulate in life, but how you Live Your Dash.

Through trust and empathy, our team is dedicated to creating a plan that allows you to live your life with purpose.

Trust and Independence

Legacy Financial Group advisors are fiduciaries for advisory products. Being a fiduciary binds us both legally and ethically to act in your best interest with a duty to preserve good faith and trust. Legacy Financial Group is an independent financial planning firm. We are not beholden to any one company.

Define Your Dash

Schedule Your Legacy Review

Check the background of this firm/advisor on FINRA’s BrokerCheck.

Legacy Financial Group Principals


Having honest and authentic conversations about values and goals guides us in offering an effective financial roadmap.


You can depend on us and our experience to help navigate you through all types of market conditions.


Our pledge is to be with you every step of the way to help you Live Your Dash to the fullest.


A goal is a dream with a plan. Our financial roadmap will help you define and achieve the goals you have in mind.

Define Your Dash

Schedule Your Legacy Review