Raymond James financial advisors, Legacy Financial Group

Guidance for Your Financial Journey

Legacy Financial Group has a long history of helping investors reach their goals. And we believe that our clients’ success hinges not simply on our skill, but on the relationships we build with each of them.

Over more than 85 years of combined industry experience, we’ve learned that taking success farther requires more than financial planning – it requires financial partnership. So, as we help you plan for where you’re going, we strive to build a deeper understanding of who you are and where you have been.

Legacy Financial Group Values

  • We are independent
  • We will remain a privately owned, independent practice to ensure that we act in the best interest of our clients and employees
  • We do the right thing
  • We act with integrity and put our clients first
  • We think for the long term
  • We engage in thoughtful decision making and believe that investment excellence should drive our decisions
  • We work together to achieve common goals
  • We show respect and humility towards each other and our clients
  • We believe in creating a supportive work environment that fosters teamwork, collegiality, and effective communication
  • We strive for and demand excellence
  • We make the extra effort, practice continuous improvement, and stay flexible to adapt to changing circumstances
  • We are committed to employees
  • We foster an environment that provides flexibility and opportunity for growth, while also requiring accountability
  • We are community minded
  • We support philanthropic giving and encourage employee volunteerism