Sign Up

Sign-up to receive a complimentary copy of our latest publication on retirement planning

About Us


  • History
    The Legacy Group is a Registered Investment Advisory and Fee-Only financial consulting firm headquartered in Salem, Oregon.

  • Professional Financial Guidance
    The Legacy Process consists of planning, prioritizing, implementing and monitoring. With your values and priorities to guide us, we offer creative, personalized solutions -- one client at a time.

  • How We Work With Clients
    The first meeting is for each of us to get to know the other and to see if the services we offer will match your needs. And of course everything we discuss is held in the utmost confidence.

  • Foundation for Success
    At The Legacy Group, we believe that success is built on the foundation of solid, long-term relationships.

  • The Path of Greatest Good
    At The Legacy Group, excellence is the drive to exceed client expectations.

  • A Wealth of Resources
    The Legacy Group is a part of the SEI Wealth Network, which operates in 12 countries and manages over $180 billion in assets for more than 100,000 high-net-worth individuals.