News & Resources

Family
Office Services

see articles & resources

Business Owner Services

see articles & resources

Retirement Planning Services

see articles & resources

Legacy Listens Podcast

see latest episodes

April 24, 2025
Advisors, Family Office Services, Press Release

Robert Wermuth: Forbes/SHOOK Best-In-State Wealth Advisor for 3rd Consecutive Year

By: Legacy Planning

April 21, 2025
Education, Retirement Planning Services

7 Tips to Help Participants with Long-Term Saving

By: Brendan P. Speers, AIF®, CPFA

April 14, 2025
Education, Retirement Planning Services

Employee Education: Budgeting and Saving

By: Brendan P. Speers, AIF®, CPFA

April 8, 2025
Family Office Services, Podcast, Succession Planning

Preparing Your Business for Sale: Key Legal Considerations and Strategies ft. Chad Cowan

By: Robert Wermuth, CFP®, CLU®, ChFC®, AIF®

April 8, 2025
Education, Financial Planning, Future Value Podcast

Debt 101 – Understanding the Basics to Build a Strong Foundation

By: Future Value Podcast

April 1, 2025
Business Owner Advisory Services, Business Transition Planning, Succession Planning

Protected: Don’t Wait. Start Now. Build a Resilient Business Legacy

By: Matthew Kulp, CFP®, CEPA®

March 26, 2025
Family Office Services, Video

Family Office Services Video Series

By: Robert Wermuth, CFP®, CLU®, ChFC®, AIF®

March 26, 2025
Family Office Services, Video

#4-Family Office Service Video Series: Strategy Setting

By: Robert Wermuth, CFP®, CLU®, ChFC®, AIF®

March 26, 2025
Family Office Services, Video

#3-Family Office Service Video Series: Advisor Team Meeting

By: Robert Wermuth, CFP®, CLU®, ChFC®, AIF®

More About Legacy Planning Partners

Services

We are Legacy Planning. A firm full of professionals who are committed to collaborating with you towards financial success.

Our Firm

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.

Contact

Learn more about how we can help you begin your planning journey.

Lehigh Valley

3440 Hamilton Blvd
Allentown, PA 18103

Horsham

110 Gibraltar Road, Ste 227 Horsham, PA 19044

West Chester

228 W Gay Street
West Chester, PA 19380

Securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Legacy Planning is owned by HUB International. HUB and Commonwealth are separate and unrelated entities.
The Financial Advisors associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.