Best of Both Worlds Draft Page

When you choose an advisor who is part of Legacy Premier Advisors, you get the independence, knowledge, and experience you require, but also the resources of a powerful national partnership. It really is the best of both worlds.


  • Advanced technology to make account reporting easy and accessible

  • Up-to-date information on tax and legislative issues that can impact your financial plan

  • A strong array of national resources for creative strategies

  • Combined proficiency of advisors across a wide range of financial areas and planning strategies

Personalized Proficiency

Personalized Proficiency

Financial services firms who join the Legacy Premier Advisors represent some of the most knowledgeable and forward-thinking minds in the financial services field and are selected for their experience, knowledge and professional integrity. Most importantly, they are not obligated to any proprietary products or sales" quotas, so they offer objective advice designed to meet your goals.


  • An experienced local advisor who understands your needs and is focused on your long-term goals

  • An independent business owner who offers objective advice and is 100% accountable for your success

  • A philosophy of integrity toward client interests, and focus on your long-term goals

  • Highly-personalized service and support

Client-Centered Communication

Client-Centered Communication

Advisors in Legacy Premier Advisors have the ability to share their knowledge, ideas, planning techniques and technology for the benefit of their clients. Through formal and informal meetings, Legacy Premier Advisor members can partner together to make sure that a client's specific needs are addressed in the most appropriate manner.