Yes.

We offer multiple ways to engage our services.

Fee Based:

• • Hourly consultation
  • Flat fee
  • Fee based investment management

Just as no two clients are alike, nor are any two investment portfolios. We take the time to understand your risk tolerance and long-term needs before recommending any portfolio design. Once we’ve reached an understanding, we often blend multiple strategies in an effort to best position our clients to meet their goals.

During our discovery phase, we’ll determine the level of communication necessary to meet your needs.

Success is evaluated in multiple ways. We look at growth and income as compared to benchmarks as well as risk-adjusted returns when success relates to performance. We also focus on determining the probability of success, which addresses appropriate amounts of risk needed to meet your goals.

Legacy Wealth Partners is an independent partnership owned by the partners of the firm, who all actively manage clients while planning for the success of our business.

Legacy Wealth Partners was founded in 2009 and became independently registered in 2025.

Legacy Wealth Partners offers Advisory Services through Aveo Capital Partners, LLC.  Securities offered through DMK Advisor group.