Legacy Wealth Planning

Welcome to Legacy Wealth Planning, an investment advisory and financial planning firm located in Bethalto, Illinois. Our founder's journey began after witnessing numerous instances of consumers and hard-working individuals being taken advantage of by financial institutions. Driven by the desire to make a positive change, Legacy Wealth Planning was established in July 2022 with a clear focus on what truly matters: the best interests of our clients. Our bedrock is built upon time-honored values such as honesty, transparency, and authenticity, ensuring that our clients receive the utmost integrity and care.

Unlike many others in the industry, we firmly believe that the size of your investment accounts should not dictate the complexity of your financial life. Our commitment to fairness and transparency drives us to charge a flat fee, ensuring that the cost of our services remains clear and predictable for our valued clients. Furthermore, we are proud to operate on a commission-free basis, removing any potential conflicts of interest and affirming our dedication to acting solely in your best interests.

At Legacy Wealth Planning, we recognize that you, our clients, are not like everyone else, and we celebrate that distinction. By combining our foundational values, core beliefs, and fee structure, we strive to provide you with exceptional financial guidance and support that aligns with your unique goals and aspirations. Your financial success and peace of mind are at the heart of everything we do, and we look forward to embarking on this journey together.