Why We’re Different

We are an established group of Independent LPL Financial Advisors who focus exclusively on what is best for our clients.

• We buy and sell only when it serves our clients’ best interests.
• We are not a profit center for a national firm.
• We do not answer to a far-away headquarters.
• We answer only to our clients.

It was our desire for that independence that led this innovative group to establish a private financial practice and become Legacy Wealth Planning.

Our independence is made possible by LPL Financial, LLC., which is the largest Independent Broker/Dealer company in the nation.* Their resources back our desires to return to what attracted us to investing in the first place… helping our clients and their families work toward prosperity.

We feel that guiding others’ investments and investment decisions requires our full focus and attention. Investing others’ money is a service business and requires an undistracted philosophy of building, protecting and preserving our clients wealth. We believe this is best pursued through an independent model. So if you are looking for a fresh new approach to investing, consider investment guidance from a firm of independent thinkers… Legacy Wealth Planning.

Legacy Wealth Planning’s mission is to present its clients complete financial advice and wealth management services focused on enhancing, protecting and preserving their wealth for themselves and their families.

* As reported in Financial Planning Magazine 1996-2010, based on total revenues.