Legacy Advisory Partners

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Description

  • Legacy Advisory Partners is a boutique firm with national resources specializing in Corporate Benefits Consulting and Small Business Consulting.Our corporate benefits consulting work delivers the best practices in qualified and non-qualified retirement benefit plan design, implementation and on-going management along with a broad range of other executive benefit plans. We are an independent advisory firm, agnostic to providers, and dedicated to the best outcomes for the corporation and the participant.Our small business consulting work helps owners create a plan for growing value in their business, rewarding the executive team responsible for the growth, and, ultimately, designing a plan for the owner to extract value at an exit point in the future in a way that promotes owner financial independence.Our mission is to foster a culture of trust and inspire financial independence in every client relationship.
  • location

    Headquarters:11175 Ciecero Drive Suite 100, Alpharetta, Georgia, United States

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  • Legacy Advisory Partners phone

    Phone Number: +1 770-232-0303

  • Legacy Advisory Partners website

    Website: https://www.legacyadvisorypartners.com

  • Legacy Advisory Partners employees

    Employees:8

  • Legacy Advisory Partners revenue

    Revenue:$1 - 10M

  • Legacy Advisory Partners legal name

    Legal Name:Legacy Advisory Partners

  • Legacy Advisory Partners's Social Media

    Legacy Advisory Partners linkedin
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  • |  NAICS Code: 523110  |

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Person level website identification

Chief Investment Officer for Legacy Advisory Partners

Marc Walker

Chief Investment Officer

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Marc Walker

Chief Investment Officer

Russ Clemmer

President

Frequently Asked Questions regarding Legacy Advisory Partners

  • Where are Legacy Advisory Partners's Headquarters?

    Legacy Advisory Partners's Headquarters are in 11175 Ciecero Drive Suite 100,Alpharetta,Georgia,United States

  • What is Legacy Advisory Partners's phone number?

    Legacy Advisory Partners's phone number is +1 770-232-0303

  • What is Legacy Advisory Partners's official website?

    Legacy Advisory Partners's official website is https://www.legacyadvisorypartners.com

  • What is Legacy Advisory Partners's Revenue?

    Legacy Advisory Partners's revenue is $1 - 10M

  • What is Legacy Advisory Partners's NAICS code?

    Legacy Advisory Partners's NAICS code is 523110

  • How many employees are working in Legacy Advisory Partners

    Legacy Advisory Partners has 8 employees

  • What is Legacy Advisory Partners's Industry?

    Legacy Advisory Partners is in the industry of Financial Services

  • Who is Legacy Advisory Partners's Chief Investment Officer?

    Legacy Advisory Partners's Chief Investment Officer is Marc Walker

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