“We inspire and empower you to create the life you want, on your terms.”
Legacy Financial Group is an independent Registered Investment Adviser™, offering financial planning and wealth management to individuals and organizations. As an RIA®, we have a fiduciary duty to put the interests of our clients first, a duty that is ingrained into our organization. We take great pride in our freedom of thought when it comes to investment selection and investment philosophies, as well as financial planning techniques.
Our growing firm consists of financial advisors, relationship managers, and operations staff, working in tandem to offer our clients quality experience and service. If you are interested in joining our team, please email your resume to Melissa@LFGplanners.com.
Benefits, included but not limited to:
Your primary focus would be serving as a Financial Advisor for existing Legacy relationships. You would also have the option to include your own book of business.
Legacy offers a great environment to build the life and practice you want, including a partnership model for the right candidates that advance in the firm.
If you are interested in the financial planning and investment management business, and you want to grow professionally by working alongside industry veterans, this might be a good fit for you.
The primary purpose of the Relationship Manager is to support all members of the advisory team, including:
For more information, contact Melissa@LFGplanners.com.