Legacy Financial Strategies is an independent financial planning firm providing the truly personal and trustworthy service you want from a financial advisor. Our fee-only advisors aren’t paid commissions, so when they make a recommendation, they’re motivated only by your needs. Every client relationship starts with a sit-down meeting where we establish an understanding of your or your business’s financial goals, risks, and obstacles. With a comprehensive view of your finances, we are able to offer actionable advice that will ensure a lasting impact. This data-driven, people-focused process has been improving the lives of our clients for over 20 years. Our fully customized plans help to eliminate financial anxiety so individuals, families, and businesses can focus on what’s important to them. No matter where you are in your financial journey, Legacy has the expertise and tools to help you find worthwhile solutions. Our services include financial planning, corporate retirement plan management, workplace education, and professional investment advice. Legacy Financial Strategies, LLC was founded in 2000 and has grown to be one of the most respected independent financial planning firms in Kansas City. As a registered investment advisor, Legacy’s areas of expertise include: - Retirement planning and income strategy - Professionally and actively managed investment portfolios - Corporate retirement plan design and management - Divorce financial planning - Stock options and executive compensation planning and strategy - Tax planning - Workplace financial education as an employee benefit through our “Futureproofed” program As a fiduciary, we put your interests above all else when making recommendations, hold ourselves to the highest standards, and never earn commissions. To learn more about what we do, please visit our website: www.legacykc.com.
View Top Employees from Legacy Financial Strategies, LLCWebsite | http://www.legacykc.com |
Revenue | $2 million |
Employees | 34 (34 on RocketReach) |
Founded | 2000 |
Address | 4060 Indian Creek Parkway, Overland Park, Kansas 66207, US |
Phone | (913) 403-0600 |
Fax | (913) 403-0700 |
Technologies |
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Industry | Investment Management, Finance General, Finance |
Competitors | Attentive Investments, LLC, Bollin Wealth Management LLC, JBG Wealth Management, Lifetime Wealth Advisors, Northeastern Wealth Management LLC |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies |
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The Legacy Financial Strategies, LLC annual revenue was $2 million in 2024.
Kenny Sellers is the Managing Partner of Legacy Financial Strategies, LLC.
34 people are employed at Legacy Financial Strategies, LLC.
Legacy Financial Strategies, LLC is based in Overland Park, Kansas.
The NAICS codes for Legacy Financial Strategies, LLC are [5239, 52, 52393, 523].
The SIC codes for Legacy Financial Strategies, LLC are [628, 62].