In the news

Legacy Wealth Management was named the number one advisor in Memphis by Smart Asset in their November 2023 ranking.  Smart Asset’s ranking is independent and is based on several factors such as the age of the firm, number of clients per advisor, and total assets under management.  Legacy is pleased to be recognized for its […]

Legacy Wealth Management was named to the CNBC’s 2024 Top 100 Financial Advisors nationwide list for the fifth year in a row.  CNBC’s list celebrates firms like Legacy that are helping clients navigate through their financial lives.

Legacy Wealth Management was named 2020-2021 for the fifth time in a row to AdvisoryHQ’s top Financial Advisors list in Tennessee.

Named Again in 2024 for the Seventh Year in a Row, Legacy Wealth Management was named to InvestmentNews’ nationwide list of the best places to work for Financial Advisors. Legacy was once again recognized as one of the top 35 best places to work in the country in the 15-29 Employees category.

This is the seventh year in a row that Legacy Wealth Management has been nominated as one of the best places to work in Memphis.

May 2020 Article on the importance of PRSP Pension option Planning.