In 2002, we began utilizing the Dimensional Funds (DFA Funds). We represent our clients. The only compensation we receive comes from our clients.
Legacy is a fee only, independent registered investment advisor that provides prudent investment advisory services to individuals, 401k plans, trusts, foundations, and businesses. Since the beginning in the year 2000, we have been focused on providing a Successful Investment Experience through building broadly diversified global portfolios. Our firm was born in what proved to be one of the most vo
03/10/2026
✨ What an unforgettable evening! ✨
Thank you to everyone who braved the storms and joined us for Legacy’s 25‑Year Client Appreciation Event! We loved celebrating this milestone with you. For those who couldn’t make it, we missed you and hope to see you at our next event!
Thank you for being such an important part of the Legacy family. Here’s to the next 25 years!
03/10/2026