The Legacy Advisor Group is a financial planning firm based in Richmond, Virginia, focused on helping clients make informed decisions about their finances and long-term goals. Its services cover retirement planning, investment management, cash flow analysis, lifestyle and major-purchase planning, tax strategies, and legacy and estate planning. The firm works with clients to assess their financial situations, develop savings plans, understand investment accounts, and prepare for transitions such as retirement.

For tax planning, it may coordinate with clients’ CPAs and review tax returns, while noting that it does not provide tax or legal advice. The team includes wealth managers, relationship managers, legacy strategy professionals, and client service staff. Prospective clients can schedule a free 20-minute “Ask Anything” conversation, and the website also offers financial planning videos, articles, events, and calculators.

Securities are offered through registered representatives of Cambridge Investment Research, Inc., and advisory services through Cambridge Investment Research Advisors, Inc. ; the Legacy Advisor Group states that it is not affiliated with Cambridge