Our Commitment as Fiduciary Financial Advisors
We take our role as stewards of your wealth and prosperity seriously.
No one is omniscient and we cannot guarantee results, especially in these unprecedented times. However, our approach to asset management, and standing as Accredited Investment Fiduciary (AIF®) our investment managers are a testament to our commitment to your financial well-being. We will work with you to pursue an independent retirement with reliable, sustainable strategies.
Our Commitment to You
At Legacy Point Financial Group, we are unwavering in our commitment to putting our clients’ best interests first. As fiduciaries in advisory accounts, we are legally and ethically bound to provide advice that prioritizes your financial well-being above all else. This fiduciary responsibility aligns with our core focus: ensuring sustainable financial growth and security throughout your retirement.
We believe in transparency, trust, and developing strategies tailored to each client’s unique needs, guiding you through every decision with integrity and care. Your financial success is our mission, and we take that responsibility seriously.
The Fiduciary Standard Explained
As fiduciary financial advisors, Legacy Point Financial Group adheres to the highest standard of care in the industry. Being a fiduciary means we are legally obligated to always act in your best interest. This responsibility goes beyond recommendations — it means that every financial decision is made with your goals and financial well-being as the top priority.
Unlike other advisory models that may be influenced by commissions or sales targets, we are completely transparent in our approach. Our commitment is to provide advice that is not only suitable but also fully aligned with your long-term objectives, giving you confidence in your financial journey. By choosing Legacy Point, you can trust that your future is in expert, trustworthy hands.
Our Independence
As an independent financial advisory firm, Legacy Point Financial Group operates without the conflicts of interest that can arise with larger institutions. This independence allows us to offer personalized, unbiased financial solutions tailored specifically to your needs.
We are not tied to any proprietary products, sales quotas, or third-party agendas — our sole focus is on your financial success. Whether we’re advising on retirement strategies, investment management, or tax planning, you can rest assured that every recommendation is made with your best interest in mind.
Independence also grants us the flexibility to adapt your financial plan as your life and market conditions change, ensuring that you receive advice that evolves alongside you. At Legacy Point, your financial well-being is always our top priority
Partnering with LPL Financial
Our partnership with LPL Financial allows us to combine the personalized service of an independent firm with the powerful resources of a leading broker dealer. LPL Financial provides us access to cutting-edge technology, in-depth research, and a wide array of investment platforms, giving you the best of both worlds — customized, personal financial strategies backed by industry-leading tools.
While we remain fully independent, this partnership enhances our ability to deliver comprehensive, efficient solutions that are tailored to your unique financial goals. With Legacy Point and LPL Financial, you get expertise, technology, and service all in one place.