FinanceHQ uses information obtained through public records from this advisor's or firm's publicly available ADV filings to provide the information on this listing, which it may summarize in an "About" paragraph. Profiles that include a "FinanceHQ Network Member" badge are updated upon verification and reviewed annually for accuracy. Members of FinanceHQ's Advisor Network include firms and advisors that have a business relationship with FinanceHQ and FinanceHQ may receive compensation from such advisors and firms for referring leads. Members of FinanceHQ's Advisor Network may contribute to information contained on their profiles, including in the "About" paragraph.
About Legacy Wealth Advisors
Founded in 2000, Legacy Wealth Advisors is an independent fee-only registered investment advisor (RIA) and wealth management firm based in Silicon Valley. The company was created based on the founder's personal experiences managing his family's investments, financial planning, estate planning, and philanthropic endeavors.
Legacy's primary mission is to cater to the comprehensive needs of high-net-worth individuals, multi-family offices, and institutional clients in a personalized and service-oriented manner. They employ a team approach, often collaborating with clients' other advisors — such as CPAs, estate planning attorneys, and allied service providers — to develop and implement long-term strategic plans.
The company prides itself on solving complex problems for clients, rejecting "one size fits all" approaches. They offer a range of investment options including real estate, healthcare, biotech, socially responsible investing (ESG/impact investing), passive index strategies, active alpha-generating strategies, tax-efficient strategies, and diversifying concentrated positions in publicly held stocks or closely held businesses.
Legacy Wealth Advisors thrives on addressing the most intricate challenges faced by their clients. With their objective and approachable tone, they aim to provide top-notch financial advice and services to ensure the long-term success of their clients' wealth management goals.
Pricing options
Regulatory filings
Areas of specialty
- Financial Planning
- Retirement Planning
- Tax Optimization
- Impact Investing
- Index strategies
More about Legacy Wealth Advisors
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 127758 | 4 |
Let us match you with a financial advisor
Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Legacy Wealth Advisors.
Let us match you with a financial advisor
Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Legacy Wealth Advisors.