Broker Check

Legacy Retirement Advisors is now affiliated with Commonwealth Financial Network as of 10/07/2023.

Our Difference

Legacy Retirement Advisors is a financial planning and investment management firm helping families navigate to and through retirement.

The difference is our people. We are a family firm serving other families. We have designed every aspect of our firm to match exactly how we would want to be personally served (check out our Top 10 Beliefs).

Our focus is to educate and encourage ongoing learning in a welcoming atmosphere, so that our clients may envision their retirement and are empowered to reach their goals.


Get Started

Knowing The Why

"Knowing the “Why” means understanding why you are doing something before you do it. Our focus is on transparency and education, so you know the “why” of your financial life and specific solutions."

Get Started

Our Clients

Helping investors from every background

Retirees & Pre-Retirees

Retirees & Pre-Retirees

Planning for Your Retirement

Small Business Owners

Small Business Owners

Supporting small businesses

Working Professionals

Working Professionals

Make your money work for you

Women

Women

Understanding your unique needs

See What Our Clients Have to Say

All testimonials given are by current clients. This promoter received no compensation. There are no conflicts of interest in any testimonial posted. Client experiences may vary. Your experience may not be the same as what is expressed in this content and there is no guarantee of future performance or success.

Schedule A Free Consultation

We’d love to learn more about you and your financial goals. Our form is the best way to schedule an introductory call.

Thank you!
Oops!