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Plan Smart.

Live Well.

Comprehensive Employee Benefits and
Financial Planning Strategies Built For the Long-Term

PLANNING FOR

Legacy Advisory Group Plans is a proven firm committed to delivering tailored employee benefits and financial planning services to businesses, non-profits and individuals. We offer comprehensive expertise to help navigate the complexities of long-term financial commitments across both group plans and private client management. We are here to provide valuable knowledge, enduring strategic alignment, and a vigilant personalized focus to help protect past success and plan for an even brighter future.

EMPLOYER-BASED SERVICES

Group Retirement Plans

Group Insurance Benefits

Executive Compensation Plans

INSTITUTIONAL SERVICES

PRIVATE CLIENT SERVICES

Foundations & Endowments

Financial Planning

Investment Management

INSTITUTIONAL SERVICES

Foundations & Endowments

PRIVATE CLIENT SERVICES

Financial Planning

Investment Management

Legacy Advisory Group Corporate

We provide employee benefits and retirement plan solutions to leading corporate clients looking for sophisticated plan design, fiduciary support and white glove service. In addition, we provide private client services for company leadership and their valued employees.

Legacy Advisory Group Non-Profit

We help non-profit organizations achieve their financial goals by offering mission-aligned employee benefits and retirement plan solutions. We are also committed to providing unmatched fiduciary support and education through personalized financial and investment management services for leadership and their dedicated employees.

Legacy Advisory Group Private Client

We employ our extensive financial toolset and commitment to personalized service to offer custom financial plans and refined investment management to individuals & families looking for a long-term roadmap to retirement.

The Legacy Advisory Group Difference

We operate on long-term timelines, with a distinct focus on ensuring every group and individual we serve is provided with top tier retirement, financial planning and investment services

Retirement Planning

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Investment Management

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