Broker Check

Legacy Planning Ranked Among Top 25 Money Managers in Philadelphia

Legacy Planning was recently ranked among the top 25 Money Managers in the Philadelphia Business Journal’s Book of Lists. To view the full list click here.

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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. Visit for most recent award information.


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