LWA has been my financial planner, budgeting advisor, and investment advisor for years now. I trust their tools and resources and their staff is responsive and trusting.
February 2021
Very responsive, helpful, and knowledgeable. They know what they are doing. It's great work with them!
From Legacy Wealth Advisors
At Legacy Wealth Advisors, our goal is to simplify financial planning and money management. We help layout a client’s current and future financial situation, manage investments, and bring new ideas and solutions to the table. Financially conservative families and businesses choose to work with Legacy Wealth Advisors because we help them build a plan that answers three critical questions: When can I retire? How much can I spend? And will it work?
