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At the core of Legacy Financial Group is a dedication to building long-term relationships that are founded on trust, integrity and transparency. As a team, we represent over 200 years of combined wealth planning experience—a legacy we’ve built together to help ensure our clients and their families are well taken care of into the future.

This team-based approach also allows us to collaborate and leverage each other’s strengths to offer our clients the advice they need around all aspects of wealth and financial planning. When it comes to investing, we offer specialized support and solutions that cover tax-efficient investment strategies and alternative investing.

Whether you are planning for retirement or need to build an investment portfolio designed to last for generations to come, our team’s thoughtful approach helps to ensure every client receives advice for their unique needs and goals. As a team, we are committed to life-long learning to best support our clients and their families. Our capabilities span across these designations and accreditations:

• Certified Public Accountant (CPA, Colorado)
• Juris Doctor (JD)
• Chartered Investment Manager (CIM®)
• Chartered Financial Analyst (CFA)
• Financial Management Advisor (FMA)

At Legacy Financial Group, our goal is simple – we help safeguard your wealth so that you and your loved ones can enjoy it for generations to come. Learn more about all of the members of our team.