Broker Check

10691 E Carter Rd, Ste 101, Traverse City, MI 49684 231-933-0631

Legacy Financial Services Group Logo

Legacy Financial Services Group | Traverse City, MI | Financial Planning


Legacy Financial Services Group

We are a team of passionate professionals dedicated to helping our clients build independent financial futures through disciplined investment management, personalized planning, and ongoing financial guidance.

Our approach to wealth management is founded on four core principles:

We think relationships matter: We are not a product-focused firm. Instead, we seek to build deep long-term relationships with clients for whom we are an excellent fit. We’re proud to say that most of our clients have been with us for more than a decade. By getting to know them and their families as people, we have been able to guide them through business sales, retirements, births, deaths, and every other life transition.

We are comprehensive: Your financial life encompasses much more than just investments. By taking a look at your entire financial picture, we are able make sure that your portfolio, risk management, income, estate, and other financial strategies support your long-term goals and lifestyle.

We worry for you: You may like us more when markets are up, but you will appreciate us most when markets are down. We follow a personalized communication plan so that you hear from us as often as you want. We leverage technology so that you have your entire financial picture at your fingertips without being overwhelmed with information. Whenever you need us, we are available by phone, by email, and in person.

We offer stellar service: We offer a level of support that is extraordinary in a small firm. By personally taking care of every small detail for our clients, we give them the gift of more time to enjoy retirement, spend time with their families, and get back to what matters most to them. We will never send you to an 800 number or expect you to navigate your finances alone.