Business Details
Your Trusted Partner for Financial Planning Solutions
At Legacy Financial Advisors, we believe your wealth is about more than moneyit's about aligning your financial resources with your values and life goals. Our team of experienced financial professionals provides proactive, values-based financial planning that integrates investment management, insurance solutions, tax strategies, and estate planning into a cohesive roadmap tailored to your unique circumstances. With decades of combined experience, we pride ourselves on offering hands-on guidance grounded in integrity and confidentiality, helping clients navigate the complexities of wealth management with confidence.As independent fiduciaries, we prioritize your interests above all else, leveraging industry-leading resources to simplify your financial life and keep you focused on achieving your long-term objectives. Our disciplined approach emphasizes ongoing education, transparent communication, and the use of digital tools that provide 24/7 access to your financial information. Whether you're approaching retirement, growing a business, or building generational wealth, we're committed to being your trusted partner in creating a legacy that reflects what matters most to you.
Services
Financial Planning
Investment Management
Insurance Solutions
Estate Planning
Tax Optimization
Retirement Planning
Business Owner Services
Corporate Executive Services
Family Office Services
Highlights and features
- We operate as independent fiduciaries with no proprietary products
- Our team includes CFP professionals and industry-recognized designations
- We implement a values-based approach to personalized financial planning
- We offer digital tools for 24/7 access to financial resources and accounts
- Our fee structure maintains full transparency with quarterly asset-based assessments
Associations and certifications
- SEC Registered Investment Advisor
Services
Financial Planning
Our comprehensive financial planning service creates personalized roadmaps aligning financial resources with life values. We integrate investment strategies, tax optimization, and estate considerations to help clients achieve both immediate and long-term objectives. The process begins with understanding individual priorities through detailed discovery meetings, followed by coordinated implementation of tailored solutions that evolve with changing life circumstances.
Investment Management
We provide disciplined investment management using strategic principles like asset allocation and tax-loss harvesting. Our independent, fee-based approach offers access to diverse investment options while maintaining strict fiduciary standards. The service includes ongoing portfolio monitoring, performance reporting, and regular strategy adjustments to maintain alignment with evolving financial goals and market conditions.
Insurance Solutions
Our insurance evaluation service helps clients determine appropriate coverage for life, disability, and long-term care needs. We analyze existing policies for performance and suitability while identifying potential gaps in protection. The process includes comprehensive policy comparisons and recommendations to ensure insurance components effectively support overall financial objectives.
Estate Planning
This service coordinates legal and financial strategies for generational wealth transfer. We collaborate with estate attorneys to implement tax-efficient solutions while addressing family dynamics and charitable intentions. The planning process includes regular reviews to adapt strategies for changing regulations and personal circumstances.
Digital Access & Tools
Our digital platform provides 24/7 access to financial accounts, legal documents, and educational resources through any internet-connected device. The system enables secure communication with advisors, document sharing, and real-time portfolio monitoring. This technology integration enhances client engagement while maintaining strict data security protocols.
People
Michael J. Maisel
President, CEO, Founder
RFC and WMS designee with decades of wealth management experience. Leads strategic direction while maintaining hands-on client relationships. Focuses on creating values-aligned financial solutions through integrated planning approaches that combine investment, tax, and estate strategies.
Paul A. Sartori
Founder, Partner
RFC and WMS credential holder co-founding Legacy Financial Advisors with commitment to fiduciary standards. Specializes in developing long-term client relationships through transparent advisory practices and comprehensive wealth management strategies tailored to individual life goals.
P. Trent Lucas
Founder, Partner
Co-founder bringing extensive industry experience to client advisory services. Focuses on maintaining the firm's values-based approach while ensuring technical excellence in financial planning and investment management solutions for high-net-worth individuals.
John M. Wildern
Partner, Portfolio Manager
CFP and CEPA professional managing investment strategies with emphasis on asset allocation and tax-efficient portfolio management. Combines technical expertise with client-focused communication to implement and monitor customized investment solutions.
Laura Branum
Chief Finance and Operating Officer
EVP overseeing financial operations and firm infrastructure. Ensures operational excellence supports client service standards through effective resource management and implementation of technology solutions that enhance advisor capabilities.
Questions
Are you an independent fiduciary?
Yes, we're independent financial planners with no proprietary products or corporate restrictions, always putting clients' interests first.
How do your fees work?
Our fees are assessed quarterly as a percentage of your total assets under management with full transparency.
Do you have certified financial planners?
Yes, several advisors hold CFP certification along with other industry designations like CFA, CPA, and CLU.
What investment minimums apply?
While many clients have $500,000+ in assets, we evaluate each situation individually regardless of current wealth level.
How do you simplify financial complexity?
We coordinate all aspects of wealth management through integrated planning that combines investment, tax, insurance, and estate strategies.
What client support tools do you offer?
Our digital platform provides 24/7 access to accounts, documents, educational resources, and direct team communication.
