The Best of Both Worlds

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.to you quickly with a thoughtful answer.

WHAT THIS PARTNERSHIP OFFERS YOU:

  • Access to experienced professionals across a wide range of financial areas
  • Highly-personalized service and support
  • A philosophy of integrity toward client interests
  • Highly-personalized service and support
  • A strong array of national resources for creative strategies
  • 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
  • Innovative technology to make account reporting easy and accessible
  • Up-to-date information on tax and legislative issues that can impact your financial plan


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 pursue your goals.

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.