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Legacy recognized among Philadelphia’s Best Places to Work

Legacy Planning has been recognized by the Philadelphia Business Journal as a 2024 Best Places to Work.

This year’s list includes 84 companies from across the region, ranked by employee feedback. On July 26, Legacy Planning will be featured in a special Philadelphia Business Journal publication.

“We are thrilled to be recognized as one of the Best Places to Work in Philadelphia! This achievement is a testament to the positive culture and environment we’ve worked hard to establish over the past 25 years,” said Legacy COO, Natalie Hodak. “It’s especially meaningful because it comes from our own team members who experience our workplace culture firsthand.”

Award applicants were evaluated and ranked across five categories according to the number of Greater Philadelphia employees. The ranking found companies in the region whose employees rate them as the highest on such values as fun, collaborative culture, solid compensation and benefits offerings and other amenities as well as management practices. The survey measures each company’s culture and takes into consideration compensation, benefits, and trust in senior leadership.

About Legacy Planning 

Legacy Planning has been providing individuals and businesses with financial advice and guidance since 1999. Located at 228 West Gay Street, West Chester, PA, Legacy Planning’s advisors pride themselves on delivering first-class ideas and advice. For more information, please visit  Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

About 2024 Philadelphia Business Journal Best Places to Work

Best Places to Work is an innovative publication and awards program produced by the Philadelphia Business Journal. The rankings were determined by surveys that went directly to employees who answered a series of questions. The survey was administered online by the employers and through a service provided by Quantum Workplace, our research partner. The rankings are numeric based on Quantum’s scoring process. By ranking companies and sharing best practices we facilitate idea sharing and help other companies learn from the best.

2024 Best Places to Work Award, created by the Philadelphia Business Journal. This award is based on employee opinions on various employee satisfaction factors and are not specific to financial services and do not imply an endorsement, recommendation, or reflect the performance of the advisor. For more information,


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