ShowcaseImage

History

The Legacy Group, Ltd. is a Registered Investment Advisory firm and Fee-Only financial consulting firm headquartered in Salem, Oregon. Founded by Ronald W. LeBlanc, a Certified Financial Planner™ professional, who has been in practice since 1982, the firm offers financial, retirement and estate planning services to successful individuals, executives, business owners and their families. In addition, the firm has become known for its expertise in guiding institutions and non-profit foundations.

The firm has helped hundreds of individuals build and preserve wealth for brighter financial futures. Over the years, as clients have progressed through the various stages of affluence and wealth accumulation, philanthropic desires have naturally emerged as a heartfelt part of the financial planning process. Through an array of personalized, charitable giving strategies, The Legacy Group helps its clients leave significant and enduring legacies to both family members and the community as a whole.