A Client-First Approach

At Legacy One Financial, we are first motivated by our vision, to be your sole trusted advisor, in partnering with you to clarify your dreams, goals, and values. We will assume the dual role of advisor and advocate. Your best interests will always come first and we will strive to consistently exceed the expectations set by YOU, our client. We look to foster honest and trusting relationships, in both directions. 

As an SEC Registered Investment Firm, LPL Financial acts as a fiduciary on your behalf, ensuring that we manage your wealth with responsibility and accountability to always do the right thing for you, our client. We are not held to a specific set of investments, funds or financial products and companies, which is often the case when working with large brokerage firms. This allows us to offer a wide variety of investment solutions, and develop customized plans, disciplined investments, and strategies that are right for you.

It is our objective to give you a sense of confidence and ease your mind when it comes to financial uncertainties in the decision making process as it relates to investing. We truly believe in partnering, and collaborating with your existing professional team of accountants, attorneys, and insurance providers to see that your goals are fulfilled and work toward the desired results of your financial plan and well-being.