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About us
Since 1982, Legacy Wealth Management’s approach to financial planning and portfolio management comes from experience and knowledge as an independent registered investment advisory firm. We customize the coordination of Financial Planning and Portfolio Management to achieve client-specific financial and life goals. “Because Financial Security Doesn't Just Happen” Firm Overview Independent, fee-only Financial Planning and Portfolio Management since 1982 Employee-owned firm compensated solely by client fees, not by commissions 700+ clients nationwide (across 34 states) $1 + billion under management 98% client retention ratio (past 5 years for clients over our minimum)
- Website
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http://www.legacywealth.com
External link for Legacy Wealth Management, Inc. (Memphis, TN)
- Industry
- Investment Management
- Company size
- 11-50 employees
- Headquarters
- Memphis, TN
- Type
- Privately Held
- Founded
- 1982
- Specialties
- Wealth Management, Comprehensive Financial Planning, and Portfolio Management
Locations
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Primary
Get directions
1715 Aaron Brenner Dr.
Suite 301
Memphis, TN 38120, US
Employees at Legacy Wealth Management, Inc. (Memphis, TN)
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Brienne Jackson, MBA, CFP®
Independent, Fee-only, Financial Planning and Portfolio Management
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Cathy A. Simmons, CFP®, IACCP®
Chief Compliance Officer at Legacy Wealth Management, Inc. a fee-only investment management and financial planning firm
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Christina Daniels
Independent, Fee-Only Financial Planning and Portfolio Management
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Lawrence Epperly, CFA
Independent, Fee-Only Financial Planning and Portfolio Management