Where Financial Planning Meets Engineered Investing

Guidance that is both deeply personal and relentlessly thoughtful.

Who We Are
WHO WE ARE

A Family Team With the Know-How to Serve You

At Legacy Retirement Advisors, we’re a husband-and-wife financial advisory team that brings together the skills of a CERTIFIED FINANCIAL PLANNER® professional and an Accredited Investment Fiduciary®. One focuses on the strategy for your financial life, and the other engineers the investments designed to power it. 

HOW WE’RE DIFFERENT

Delivering Financial Advice From Two Key Perspectives

We were founded on a simple belief: better financial decisions happen when thoughtful planning and disciplined investing work together. That’s why every client relationship benefits from two distinct perspectives working in tandem.

A CFP® professional who integrates retirement planning, tax considerations, risk management, and your life goals into a comprehensive strategy.

An Accredited Investment Fiduciary with an engineering background who analyzes and engineers the individual components of each client’s investment portfolio.

About Us
OUR TEAM APPROACH

Your Portfolio Should Be Engineered,
Not Assembled

Before joining the team, one of our financial advisors spent years in the engineering field, where precision, structure, and thoughtful design are vital. That same discipline now guides our investment process. No one-size-fits-all portfolios here. We construct portfolios piece by piece, making sure that every investment has a clear purpose within your broader financial strategy.

Meet Our Team
WHAT WE DO

Strategies for Every Stage of Life 

We believe financial advice should go beyond investment performance, examining your entire financial life and how every decision supports your life goals. 

Explore Our Services

  • A comprehensive plan that organizes every aspect of your financial life.

  • Strategies designed to help you live comfortably from your savings while your assets offer continued potential.

  • Custom-engineered portfolios designed for your goals, risk tolerance, and retirement timeline.

  • Protecting your financial future from unexpected risks that could disrupt your plans.

  • Helping to ensure the assets of multigenerational families transfer according to your wishes and the family is cared for.

  • Helping you make meaningful contributions to the causes that matter most to you.

Learn more
WHO WE HELP

Advice for All Life’s Transitions

Our clients are individuals and families who understand the value of thoughtful financial guidance and want a partner to help them make wise decisions about their future.

Pre-Retirees

Pre-Retirees

Individuals approaching retirement who want clarity about income, investments, and how to transition confidently into the next phase of life.

Retirees

Retirees

People who want to enjoy retirement, knowing their savings are structured to support their lifestyle.

Small Business Owners

Small Business Owners

Entrepreneurs seeking guidance on integrating business success with personal retirement planning.

Client Centered
THE LEGACY ADVANTAGE

Guidance That Feels Personal

What truly sets us apart is how it feels to work with us.

  • An advisory partnership working together to bring both planning skills and an individually crafted investment portfolio to every client relationship.

  • Every recommendation considers your full financial picture, not just investments.

  • We take the time to explain our strategies in clear language, so you understand your financial plan.

  • Your investment portfolio is built specifically for your goals, needs, and retirement timeline.

  • Our goal is to build lifelong relationships where you feel supported, understood, and confident in your future.

Thoughtful Planning and Engineered Investing 

Come see how, at Legacy Retirement Advisors, you can benefit from both perspectives.

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