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Legacy Financial Advisors, Inc.

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Legacy Financial Advisors, Inc.

Overview:

Legacy Financial is the trusted leader that modernizes wealth management and provides innovative solutions that allow you to live your passions.

Vision:

At Legacy Financial we believe that where your treasure is, there your heart is also. We begin by talking about those things close to your heart so that we can help you create your financial plan. The Legacy L’s are combined with precision and calculation to create one-of-a-kind solutions. Local, Leading Edge, Long term commitments, Lifelong Relationships, Lean on us, Lay the Foundation, Live your passions, Launch your Legacy.

History:

August, 2005 Legacy Financial Is Born

Mike Maisel, Trent Lucas, Paul Sartori and Brad Zapp decided to leave Sagemark Consulting to start their own comprehensive financial planning company focused on Planning, Investments, and Insurance.

July, 2007 Going Paperless For You

Legacy Financial makes the commitment to be on the cutting edge regarding the technology they will use for clients as well as how they will operate the firm. Building individual websites for each client and taking the office paperless.

March, 2008 New Headquarters

Legacy Financial buys an abandoned building in Covington, KY (First Presbyterian Church of Covington built in 1850) and begins remodeling for future headquarters.

August, 2011 Seeking Further Independence

Legacy Financial registers with the SEC as a Registered Investment Advisor (RIA) and begins custodial relationship with Fidelity Investments.
February, 2014 Going National

Legacy Financial is named to the national Wealth Advisory Services arm of Fidelity Investment’s network.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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