Please select your advisor and follow the prompts to schedule an appointment. When you click your advisor’s name, you will leave the Legacy Wealth Planning website and be directed to each advisor’s scheduling page. The Legacy Wealth Planning website will remain open in another window.
Book A Meeting With Our Advisors
Colten Mellows
(please call office or email to book an appointment)
Martin McClellan
(please call office to book an appointment)
Phil Mahoney, CFP®
(please call office to book an appointment)
Jon Park
(please call office or email to book an appointment)
You will get an email from the appointment scheduler confirming your appointment, if you do not receive an email please call the office 775-850-2500. We are always here to help.