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Our team, is your team… helping you manage your global affairs so you can spend more time on the relationships that matter most.
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It’s more than money management, it’s an action plan to help you meet your goals.
We are Legacy Planning. A firm full of professionals who are committed to collaborating with you towards financial success.
2024 Forbes Best-In-State Wealth Management Teams, created by SHOOK Research. Presented in Jan 2024 based on data gathered from March 2022 to March 2023. 10,144 Management Teams were considered, approximately 4,100 Teams were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
2023 Forbes Best-In-State Wealth Advisors, created by SHOOK Research. Presented in April 2023 based on data gathered from June 2021 to June 2022. 22,243 were considered, 7,321 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
2023 Philadelphia Book of Lists Money Managers, created by Philadelphia Business Journal. Presented 3/2022. Advisors were ranked by local assets under management/advisement as of 2/2022. An unknown number of Advisors were invited to submit their assets under management or assets under advisement figures for consideration. These numbers were not independently verified. The top 29 are listed. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for most recent award information.
The Marquis Who’s Who recognition is based on merit and not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor. Click here for more information.
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