515-255-3306

Our
Services

Whatever your financial questions may be, whatever your stage of life, let’s start a conversation. Not sure what questions to ask? We can help with that, too.
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Our
Story

In 1988, two young men - William Elson and Brian Hood - began their careers in the financial services industry. Look where we are today.
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Our
Team

Our staff mantra is “Do the right thing,” and we carry that with us every day. Meet our team of advisors and operations staff.
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Financial
Wellness

Money touches every part of our lives. As an employer, financially-stressed employees impact your employee benefits and bottom line. We have your onsite solution.
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Welcome to Legacy!

Our goal is to inspire and empower you to create the life you want, on your terms. This is what motivates us to do what we do.

There are many reasons to consider Legacy. Here are just a few:

  • Independent - That means we can make decisions that are best for you, not what a companyor their policies dictates.
  • Registered Investment Adviser - Our firm serves as a fiduciary, always putting your interests first.
  • Team - Working to provide top-notch service. We’re large enough to have economies of scale in working with the vendors, but not so big that you’re lost in an impersonal sea of clients and advisors.
  • Comprehensive - We offer comprehensive, holistic plannning aligned to meet your specific needs and wants in areas such as investments, retirement, risk assessment, estate planning, and taxes.
  • Experience - Our team has well over 100 years of combined experience in providing personal financial advice and support to our clients
  • Knowledge - We are dedicated to continued professional growth through educating ourselves and studying best practices. Our diverse background of professional designations allows us to explore different perspectives to generate customized solutions to your financial situation.
Join our family! We’re ready to help you on your path to financial confidence.
Check the background of our firm on FINRA’s BrokerCheck.
Spectrum Advisory Services Inc is a BBB Accredited Financial Service in Des Moines, IA
We work for you.
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Contact
Legacy Financial Group
6000 Grand Ave, Suite B
Des Moines, Iowa 50312

Phone: 515-255-3306
Toll Free: 800-616-4392
Fax: 515-277-3133
  EMAIL US
  • 8 AM - 5 PM
  • Monday-Thursday
  • 8 AM - 4 PM
  • Friday
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Legacy Financial Group
Investment advisory services offered through Legacy Financial Group, LLC, a Registered Investment Adviser. Past performance is no guarantee of future returns. Securities offered through Brokers International Financial Services, LLC. Member SIPC. Legacy Financial Group and Brokers International Financial Services are not affiliated companies.

Legacy Financial Group does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed.