Legacy Practice Information

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Legacy is a boutique financial planning and wealth management firm for the busy professional, medical community and affluent clients. Legacy's unique offering allows for flexible planning and a depth of knowledge, wisdom and resources in traditional as well as non-traditional wealth creation strategies such as real estate ownership, business startups, acquisitions and sales. If you have dreams and aspirations, but don't know how to get them off the ground, if you'd prefer for someone to coordinate your finances and wealth management as a personal CFO, Legacy is the place for you!

Website	http://www.legacypractice.com
Revenue	$1 million
Employees	2 (1 on RocketReach)
Founded	2009
Address	2498 Perry Crossing Way Suite 210, Plainfield, Indiana 46168, US
Phone	+1 954-920-9292
Technologies	JavaScript , HTML , PHP +12 more (view full list)
Industry	Business Consulting and Services, Business Services General, Business Services
Keywords	Financial Planning, Wealth Management, Financial Advisor, Investment Management, Wealth Advisor, Wealth Management Services, Estate Planning, Retirement Planning, Portfolio Management, Boutique Financial Firm, Financial Planning Services, Tax Planning, Financial Consulting, Investment Consulting, Retirement Consulting, Affluent Clients, High Net Worth, Professional Services, Legacy Planning, Medical Professionals
Competitors	FreeWill, Trust & Will, Farewill, Everplans, Passare, Simplicity Creative Group, LegacyShield, My Life and Wishes, Dough, Safekeeping +8 more (view full list)
SIC	SIC Code 874 Companies, SIC Code 87 Companies
NAICS	NAICS Code 5416 Companies, NAICS Code 54 Companies, NAICS Code 54161 Companies, NAICS Code 541611 Companies, NAICS Code 541 Companies

Legacy Practice Questions

What is the annual revenue of Legacy Practice?

The Legacy Practice annual revenue was $1 million in 2026.

How many people are employed at Legacy Practice?

1 people are employed at Legacy Practice.

Where is Legacy Practice based?

Legacy Practice is based in Plainfield, Indiana.

What is the NAICS code for Legacy Practice?

The NAICS codes for Legacy Practice are [5416, 54, 54161, 541611, 541].

What is the SIC code for Legacy Practice?

The SIC codes for Legacy Practice are [874, 87].

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