A Wealth of Resources

The Legacy Group, Ltd. is an independent, Fee-Only firm. Because there are never any conflicts of interest to color our thinking, we can be extremely discriminating in our advice and recommendations. We are dedicated to serving our clients' best interests at all times.

We are a part of the SEI Advisor Network. Operating in 12 countries with a worldwide staff of over 2,600, SEI processes almost $50 trillion of investment transactions annually. The Asset Management team manages over $201 billion, primarily in mutual funds, and SEI administers over $257 billion in mutual funds and pooled assets for its clients. SEI provides services to Financial Service Businesses like ours and helps over 5,400 financial planners look after more than 170,000 high-net-worth individuals.

We begin with understanding who you are with an emphasis on clarifying Life Goals for yourself, your family, and your community. We get to know you, developing Life/Wealth programs as unique as you are – programs to fit your life, not the other way around. Our approach does not result in a single, rigid solution, but rather a vital process in which your financial resources are always at the service of a clearer and more refined view of your individual goals. It is an experience that is both transforming and affirming.