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Looking forward to helping you take your next steps.

Lehigh Valley

3440 Hamilton Blvd
Allentown, PA 18103

Plymouth Meeting

600 W Germantown Pike,
Ste 261
Plymouth Meeting, PA 19462

West Chester

228 W Gay Street
West Chester, PA 19380

More About Legacy Planning Partners

We are Legacy Planning. A firm full of professionals who are committed to collaborating with you towards financial success.
We’re dedicated to the business of family. It’s never just about “assets under management”, because today’s family deserves the widest possible strategic arc of planning.

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