Fichtner Wealth Managers Competitors

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)

Workable solutions and support for our clients as they invest for the future, plan for life's transition, get fit to retire and manage portfolios for sustainable income. Each client has a team of dedicated Analysts, Administrators and Advisers that deliver on our core value: "... it is only by helpings OTHERS prosper, that we prosper ourselves..." Prosperity is a choice, the leadership at Prosperity has over 30 years of relevant experience in managing through all kinds of market conditions and financial challenges. 10955 Lowell Avenue, Suite 900, Overland Park, KS 66210 | 913-451-4501 275 Springside Drive, Suite 270, Akron OH 44333 | 330-576-4554 11595 N Meridian Street, Suite 300, Carmel, IN 46032 | 317-844-5100 22 North Erie Street, Toledo, OH 43604 | 419-254-2401 Securities and Advisory Services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. Prosperity is under separate ownership from Cetera Advisors, LLC.

At Horizon Wealth Strategies, our mission is to be known for our expertise in holistic financial planning and for genuinely caring about our clients' well-being. Nothing is more important to us than working on our clients' behalf; and you won’t find anyone outside of your immediate family who cares more about your family’s financial well-being than we do. -- Mark D. Olson, Irene Stolte, and Michael Ferrara are agents collectively licensed to sell insurance through various independent insurance companies in the states of CO, CT, FL, GA, MA, MD, ME, MS, NC, NH, NJ, NY, PA, SC, TX, WV, VA. Mark D. Olson, Irene Stolte, and Michael Ferrara are Financial Advisors offering investment advisory services through Cornerstone Planning Group, LLC, an independent advisory firm registered with the Securities and Exchange Commission. Horizon Wealth Strategies LLC is not owned or operated by Cornerstone Planning Group, LLC Neither Horizon Wealth Strategies LLC and it's employees provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation. We are not insurance licensed in all jurisdictions.