Plan clearly.
Grow confidently.
Financial planning isn’t just about growing your wealth—it’s about designing a life that reflects your priorities.
Our holistic approach connects your finances to your values, helping you live well now while preparing for what’s ahead. Whether you’re building momentum in your career or entering retirement with confidence, we create tailored strategies that adapt with you—so your money is always working in service of your goals.
A lack of planning costs more than you think
Most people let life (and their spending) happen to them. But wealth isn’t built by accident.
Without a strategy, you compromise the future you could have built.
You’re guessing instead of knowing.
Most people have no clear picture of what their future costs — or their future opportunities — will be.
You’re focused on now, not what’s next.
Living only for today can sabotage tomorrow. Are your decisions building the life you really want?
You’re putting it off — again.
Waiting to plan means paying more later. The longer you wait, the harder it becomes to catch up.
Don't worry, we can help!
Shape Your Future With Certainty
Financial planning shouldn’t leave you guessing—it should ground you in what matters most, giving you clear direction, steady assurance, and the power to shape your life on your own terms.
We begin by understanding your values and the vision you have for your life. From there, we craft a comprehensive plan that weaves together every piece of your financial world—investments, cash flow, tax strategy, estate considerations, business needs, and insurance—so everything works cohesively to support your goals, today and tomorrow.
Eliminate guesswork with a clear plan.
Know exactly where you stand and what steps to take next.
Align your money with your values.
Build a strategy that reflects what truly matters to you.
Gain peace of mind for today and tomorrow.
Confidently enjoy life now while securing your future.
A flat-fee that
keeps more money in your pocket
At Legacy Wealth Management, we think financial planning should be clear — and so should what you pay.
That’s why we offer a simple flat-fee membership. Unlike traditional advisors who earn commissions or only charge a percentage of your assets, our transparent pricing means no hidden incentives, no kickbacks, and no conflicts. You pay one straightforward monthly fee for truly comprehensive planning, keeping more of your money working for you.
A comprehensive financial plan built around your unique goals and values
Quarterly check-ins to ensure your financial strategy stays aligned with your goals and adapts to life changes
Access to fintech and budgeting tool
Proactive tax planning
Free wills and estate plan
Proactive risk management to safeguard your wealth and loved ones.
No commissions, hidden fees, or kickbacks — ever.
No account minimums
You aren't required to move your assets
Zero sales pressure. We’re here to advise, not push products.
No cookie-cutter plans. Every strategy is custom-fit to your goals.
Discover The Power Of Legacy
Life can be complicated, but your financial plan shouldn’t be. At Legacy Growth Wealth Management, we believe in raising the bar for what you should expect from a financial advisor. Our goal is simple: to streamline your financial life so you can focus on building the future you envision.
With a Legacy partnership, you’ll have access to a full range of services designed to bring clarity, confidence, and peace of mind to your financial journey.
Here’s what you can count on as a Legacy client:
Tax Planning
Helping find way's to minimize taxes not only this year but throughout your lifetime
Estate Planning
Our clients get their estate planning done through us regardless of where you are in your life.
Investment Management *
We design a customized investment approach that aligns your objectives while matching your comfort level and financial capacity for risk *(Managing assets is not included in flat fee)
Retirement Planning
We work with you to envision your perfect retirement future and develop a customized plan to get there, adapting the strategy as your circumstances and priorities change.
Cash Flow and Debt Management
We help you balance competing priorities so you can build toward future objectives while still enjoying life today.
Education Planning
create education funding strategies that fit into your overall plan and goals
Business Planning
Helping business owners identify the biggest ROI opportunities in their business and how to maximize the unique planning opportunities given to the business owners.
Insurance Services
Unbiased insurance evaluations to make sure clients are prepared for whatever life throws at them.
Begin Planning
1. Schedule Free Consultation
No risk, no obligation. Select the time that works best for you.
2. Meet Your Planner
Connect with your financial professional to see if we're the right fit to guide your journey forward
3. Craft Your Plan
We’ll help you create a clear roadmap for your financial future.
Frequently Asked Questions
Everything you want to know all in one place
Q: What does "fee-only" mean?
As a fee-only financial planning firm, we are compensated exclusively by the fees you pay us directly. We do not receive commissions, kickbacks, or any other compensation from financial product companies. This means our recommendations are based solely on what's best for your financial situation, not on what generates revenue for us.
Q: What makes your investment approach different from other advisors?
We use a wrap fee structure where we absorb ALL underlying costs - fund fees, trading costs, and account fees. This means we're perfectly aligned with your goals: we both profit when we minimize your costs and maximize your returns.
Q: How quickly can we get started?
Once you decide to move forward, we can typically begin the planning process within a week. Your initial comprehensive plan is usually completed within 30-60 days, depending on the complexity of your situation.
Q: Do you coordinate with my other professionals?
Absolutely. We work closely with your accountant, attorney, and other professional advisors to ensure your financial plan integrates seamlessly with your overall financial picture.
Q: What makes you different from other financial advisors?
Our fee-only structure eliminates conflicts of interest, our subscription model ensures ongoing support rather than sporadic check-ins, and our focus on planning rather than product sales means you receive objective advice tailored to your specific situation.
Q: How do I know if you're right for me?
We offer an initial consultation to discuss your financial situation and goals. This meeting helps us both determine if our services align with your needs and if we're a good fit for a long-term planning relationship.
Q: What if I need to meet with you outside of our quarterly meetings?
As a monthly subscription member, you're able to email, call, or meet with your advisor at any time. We understand that financial questions and life changes don't follow a quarterly schedule, so we make ourselves available when you need us most.
Q: Do you manage investments directly?
Yes, we charge between 0.85%-0.95% on invested assets and we cover ALL of the trading fees and expenses of managing your assets, this is known as a “wrap fee”. This includes direct portfolio management, ongoing rebalancing, tax-loss harvesting when appropriate, and continuous monitoring of your investments to ensure they remain aligned with your financial plan and risk tolerance.
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