Legacy is a fee only, independent registered investment advisor that provides prudent investment advisory services to individuals, 401k plans, trusts, foundations, and businesses. We believe financial markets are efficient, risk and return are related, and diversification and discipline are the keys to a successful investment experience. We do not believe in traditional active investment management practices such as stock picking and market timing. Legacy was founded to provide a Successful Investment Experience to empower you to reach your goals. A Successful Investment Experience results from owning a Broadly Diversified Global Portfolio. It is inherently designed to weather market downturns and to capture the growth generated by market upturns. Our relationships are established upon Trust and Integrity. In other words, the investment philosophy works and we will place your best interest first. We serve individuals, business owners, trustees, and foundations
View Top Employees from The Legacy Financial Group, IncWebsite | http://www.legacyadvisor.net |
Revenue | $16 million |
Employees | 7 (6 on RocketReach) |
Founded | 2000 |
Address | 2508 East 21st Street, Tulsa, Oklahoma 74114, US |
Phone | (918) 665-0826 |
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Industry | Financial Services, Finance General, Finance |
Web Rank | 32 Million |
Keywords | Legacy Financial Group |
Competitors | Baron Silver Stevens Financial Advisors, LLC, JT Stratford Wealth Management, Meridian Wealth Advisors, LLC, Pacific Wealth Management, Selkirk Wealth Advisors, LLC |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies |
Looking for a particular The Legacy Financial Group, Inc employee's phone or email?
The The Legacy Financial Group, Inc annual revenue was $16 million in 2024.
Elissa Johnson is the Partner and Director of Operations of The Legacy Financial Group, Inc.
6 people are employed at The Legacy Financial Group, Inc.
The Legacy Financial Group, Inc is based in Tulsa, Oklahoma.
The NAICS codes for The Legacy Financial Group, Inc are [5239, 523, 52, 52393].
The SIC codes for The Legacy Financial Group, Inc are [62, 628].