LEGACY WEALTH ADVISORS, LLC

Overview

Legacy Wealth Advisors, LLC is an independent registered investment adviser that positions itself as a comprehensive planner and portfolio manager for individuals, families and small businesses. The firm provides financial planning, discretionary portfolio management, portfolio management for business or institutional clients, and selection of third‑party advisers. They operate under a mixed fee model (percentage of AUM, hourly and fixed fees) and function as a capital allocator—actively placing client capital with external managers when appropriate. Investment approach centers on a mutual fund–centric core for public markets, supplemented by private market exposure and insurance products when a client’s objectives call for them. The firm does not self-identify as an ESG investor and is organized for a single-state footprint. Its advisory model explicitly supports selecting outside managers, which points to a willingness to blend internally managed strategies with third‑party alternative fund commitments.

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Location & Offices