Legacy WealthCare, LLC
Legacy Financial Group was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to create financial stability and security to provide financial independence.
Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.
Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment please contact us.
In January of 1997 we were a one employee firm. I answered the phones, wrote investment policies, made investments, prepared reports and met with the firm's ten intrepid clients. Those clients introduced me to their friends and whenever I had a little extra revenues, I went looking for more help, always focusing my search on some skill set we otherwise lacked. Today I have the privilege of working with 13 energetic people who represent a broad array of specialized expertise. Our wealth management advisors have an average tenure of 18 years working with clients. We have office locations in Annapolis and Bethesda, MD, advise on more than $350 million of client assets, and we continue to grow as our clients refer us to their friends and family.
- Erin Willis Gay, Founder