Broker Check

Legacy Planning, A HUB International Company

We’re excited to announce that Legacy Planning was acquired by HUB International! This strategic business partnership marks a significant milestone for our firm.

Our dedicated team at Legacy remains intact, ensuring a seamless client experience and commitment to personalized service and long-term relationships.

We will continue to grow our business in the Northeast region by offering financial services/wealth management through Commonwealth Financial Network®, while also leveraging the resources and expertise of HUB and their associates. Your accounts will remain with Commonwealth, but we believe that this partnership will support our long-term growth, succession planning, and team development.

“The Legacy Planning Partners team will play a pivotal role in navigating the distinct challenges and opportunities HUB faces in private wealth, business owner advisory, and retirement services,” said Joe DeNoyior, President of HUB Retirement and Private Wealth (RPW). “They bring deep bench strength across all lines of business.”

We’re excited about the future, the possibilities this partnership brings, and are grateful for the trust and loyalty of our clients and employees.

Together, we’re building a stronger future!


The Financial Advisors of Legacy Planning offers securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Legacy Planning is owned by HUB International. HUB Retirement and Private Wealth is not a registered broker/dealer or registered investment adviser. HUB and Commonwealth are separate and unrelated entities.

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