Timothy Ward

Legends Financial Services Group LLC is a financial services firm based in Chesterfield, Missouri, helping individuals and families plan for their financial futures while keeping personal priorities in view. Its approach centers on understanding each client’s goals, circumstances, and values, then building a tailored plan through its LEAD4 life™ process. The firm emphasizes a team-based relationship designed to support clients through changing markets and different stages of life.

Legends offers wealth management and financial planning services spanning investment, retirement, estate, insurance, and tax planning, along with guidance on wealth creation and distribution planning. Its resources include retirement and tax information, articles, videos, calculators, and guided wealth portfolios. The firm also provides access to LPL Financial brokerage services and investment advice through Cornerstone Wealth Management, LLC, a registered investment adviser; these are separate entities from LPL Financial. Through its client-led Match a Mission initiative, Legends matches eligible client-family contributions to causes they care about, up to $500 per family. Its team includes financial and portfolio professionals, client-care staff, and operations specialists.